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

PKS 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
Q1 		$894K Buy
17,921
+3,829
+27% +$193K 0.21% 103
2025
Q4 		$709K Sell
14,092
-1,622
-10% -$81.6K 0.16% 125
2025
Q3 		$787K Buy
15,714
+744
+5% +$36.6K 0.16% 110
2025
Q2 		$734K Sell
14,970
-391
-3% -$19.1K 0.18% 110
2025
Q1 		$762K Buy
15,361
+4,564
+42% +$228K 0.21% 102
2024
Q4 		$541K Buy
+10,797
New +$546K 0.14% 133

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PKS Advisory Services's VTEB Position: Q1 2026 in Review

PKS Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 27% in Q1 2026, buying an estimated $193K and bringing the position to 17,921 shares worth $894K. The position accounts for 0.21% of the portfolio, ranked #103.

PKS Advisory Services first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • PKS Advisory Services held 17,921 shares of Vanguard Tax-Exempt Bond Index Fund worth $894K as of Q1 2026.
  • PKS Advisory Services bought 3,829 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $193K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.21% of PKS Advisory Services's portfolio in Q1 2026, its #103 holding.
  • PKS Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.