Shepherd Kaplan Krochuk’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Shepherd Kaplan Krochuk’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	$497K	Hold	9,827	–	–	0.39%	48
2026 Q1	$490K	Hold	9,827	–	–	0.41%	49
2025 Q4	$494K	Hold	9,827	–	–	0.41%	48
2025 Q3	$492K	Sell	9,827 -5,897	-38%	-$290K	0.4%	50
2025 Q2	$771K	Hold	15,724	–	–	0.67%	37
2025 Q1	$780K	Hold	15,724	–	–	0.67%	35
2024 Q4	$788K	Hold	15,724	–	–	0.66%	34
2024 Q3	$804K	Hold	15,724	–	–	0.61%	39
2024 Q2	$788K	Hold	15,724	–	–	0.62%	42
2024 Q1	$796K	Hold	15,724	–	–	0.64%	39
2023 Q4	$803K	Buy	+15,724	New	+$771K	0.65%	40

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

Shepherd Kaplan Krochuk's VTEB Position: Q2 2026 in Review

Shepherd Kaplan Krochuk held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 9,827 shares worth $497K. The position accounts for 0.39% of the portfolio, ranked #48.

Shepherd Kaplan Krochuk first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $804K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Shepherd Kaplan Krochuk held 9,827 shares of Vanguard Tax-Exempt Bond Index Fund worth $497K as of Q2 2026.
Shepherd Kaplan Krochuk left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.39% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #48 holding.
Shepherd Kaplan Krochuk first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Shepherd Kaplan Krochuk's Vanguard Tax-Exempt Bond Index Fund position peaked at $804K in Q3 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.