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L. Roy Papp & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

L. Roy Papp & Associates’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 		$438K Hold
8,668
– – 0.05% 142
2026
Q1 		$432K Hold
8,668
– – 0.05% 140
2025
Q4 		$436K Buy
+8,668
New +$436K 0.05% 140

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

L. Roy Papp & Associates's VTEB Position: Q2 2026 in Review

L. Roy Papp & Associates held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 8,668 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #142.

L. Roy Papp & Associates first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • L. Roy Papp & Associates held 8,668 shares of Vanguard Tax-Exempt Bond Index Fund worth $438K as of Q2 2026.
  • L. Roy Papp & Associates left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of L. Roy Papp & Associates's portfolio in Q2 2026, its #142 holding.
  • L. Roy Papp & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.