Kingswood Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kingswood Wealth Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$632K	Buy	12,487 +3,223	+35%	+$162K	0.03%	539
2026 Q1	$462K	Buy	9,264 +3,624	+64%	+$183K	0.02%	569
2025 Q4	$284K	Buy	5,640 +1,180	+26%	+$59.4K	0.01%	696
2025 Q3	$223K	Buy	+4,460	New	+$219K	0.01%	733
2025 Q2	–	Sell	-4,468	Closed	-$222K	–	794
2025 Q1	$222K	Buy	+4,468	New	+$224K	0.02%	650

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kingswood Wealth Advisors's VTEB Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 35% in Q2 2026, buying an estimated $162K and bringing the position to 12,487 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #539.

Kingswood Wealth Advisors first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Kingswood Wealth Advisors held 12,487 shares of Vanguard Tax-Exempt Bond Index Fund worth $632K as of Q2 2026.
Kingswood Wealth Advisors bought 3,223 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $162K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #539 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.