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 Q2	$1.07M	Buy	21,161 +3,240	+18%	+$163K	0.17%	127
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 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

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

PKS Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 18% in Q2 2026, buying an estimated $163K and bringing the position to 21,161 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #127.

PKS Advisory Services first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

PKS Advisory Services held 21,161 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.07M as of Q2 2026.
PKS Advisory Services bought 3,240 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $163K.
Vanguard Tax-Exempt Bond Index Fund made up 0.17% of PKS Advisory Services's portfolio in Q2 2026, its #127 holding.
PKS Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.