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Kuhn & Co Investment Counsel’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kuhn & Co Investment Counsel’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 		$2.86M Buy
56,614
+1,825
+3% +$91.7K 1.65% 13
2026
Q1 		$2.73M Buy
54,789
+8,052
+17% +$407K 1.76% 14
2025
Q4 		$2.35M Buy
46,737
+7,512
+19% +$378K 1.57% 15
2025
Q3 		$1.96M Sell
39,225
-6,262
-14% -$308K 1.55% 16
2025
Q2 		$2.23M Buy
45,487
+4,767
+12% +$233K 1.69% 14
2025
Q1 		$2.02M Buy
40,720
+2,281
+6% +$114K 1.7% 13
2024
Q4 		$1.93M Buy
38,439
+1,999
+5% +$101K 1.64% 14
2024
Q3 		$1.86M Buy
36,440
+1,397
+4% +$70.8K 1.59% 14
2024
Q2 		$1.76M Buy
35,043
+4,319
+14% +$216K 1.58% 15
2024
Q1 		$1.55M Buy
30,724
+3,074
+11% +$156K 1.46% 17
2023
Q4 		$1.41M Buy
+27,650
New +$1.36M 1.45% 17

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Kuhn & Co Investment Counsel's VTEB Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.3% in Q2 2026, buying an estimated $91.7K and bringing the position to 56,614 shares worth $2.86M. The position accounts for 1.65% of the portfolio, ranked #13.

Kuhn & Co Investment Counsel first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 982 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Kuhn & Co Investment Counsel held 56,614 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.86M as of Q2 2026.
  • Kuhn & Co Investment Counsel bought 1,825 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $91.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.65% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #13 holding.
  • Kuhn & Co Investment Counsel first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 982 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.