KPP Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

KPP Advisory Services’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	$241K	Hold	4,764	–	–	0.03%	333
2026 Q1	$238K	Hold	4,764	–	–	0.03%	312
2025 Q4	$240K	Hold	4,764	–	–	0.03%	300
2025 Q3	$239K	Hold	4,764	–	–	0.04%	308
2025 Q2	$234K	Hold	4,764	–	–	0.04%	285
2025 Q1	$236K	Buy	+4,764	New	+$238K	0.04%	270

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

KPP Advisory Services's VTEB Position: Q2 2026 in Review

KPP Advisory Services held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 4,764 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #333.

KPP Advisory Services first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

KPP Advisory Services held 4,764 shares of Vanguard Tax-Exempt Bond Index Fund worth $241K as of Q2 2026.
KPP Advisory Services left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #333 holding.
KPP Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.