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 Q3	$1.07M	Hold	21,161	–	–	0.17%	126
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

PKS Advisory Services's VTEB Position: Q3 2026 in Review

PKS Advisory Services held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 21,161 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #126.

PKS Advisory Services first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. 894 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

PKS Advisory Services held 21,161 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.07M as of Q3 2026.
PKS Advisory Services left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.17% of PKS Advisory Services's portfolio in Q3 2026, its #126 holding.
PKS Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
894 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.