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Capital Insight Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Capital Insight Partners’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
2025
Q3 		– Sell
-24,999
Closed -$1.23M – 168
2025
Q2 		$1.23M Sell
24,999
-1,650
-6% -$80.6K 0.21% 84
2025
Q1 		$1.32M Buy
26,649
+162
+0.6% +$8.11K 0.23% 82
2024
Q4 		$1.33M Sell
26,487
-1,123
-4% -$56.8K 0.23% 87
2024
Q3 		$1.41M Buy
27,610
+3,391
+14% +$172K 0.25% 82
2024
Q2 		$1.21M Sell
24,219
-1,529
-6% -$76.5K 0.23% 84
2024
Q1 		$1.3M Buy
25,748
+16
+0.1% +$811 0.24% 82
2023
Q4 		$1.31M Sell
25,732
-1,551
-6% -$76.1K 0.27% 80
2023
Q3 		$1.31M Buy
27,283
+620
+2% +$30.7K 0.3% 80
2023
Q2 		$1.34M Buy
26,663
+270
+1% +$13.6K 0.3% 80
2023
Q1 		$1.34M Buy
26,393
+600
+2% +$30.1K 0.31% 85
2022
Q4 		$1.28M Buy
25,793
+3,660
+17% +$179K 0.33% 78
2022
Q3 		$1.06M Sell
22,133
-9,717
-31% -$486K 0.29% 86
2022
Q2 		$1.59M Sell
31,850
-1,842
-5% -$92.3K 0.37% 87
2022
Q1 		$1.74M Sell
33,692
-6,102
-15% -$325K 0.35% 93
2021
Q4 		$2.19M Buy
39,794
+8,020
+25% +$439K 0.44% 82
2021
Q3 		$1.74M Sell
31,774
-2,318
-7% -$128K 0.38% 95
2021
Q2 		$1.89M Buy
34,092
+1,504
+5% +$82.9K 0.43% 88
2021
Q1 		$1.78M Buy
32,588
+6,238
+24% +$343K 0.43% 87
2020
Q4 		$1.45M Buy
26,350
+3,742
+17% +$204K 0.37% 96
2020
Q3 		$1.23M Buy
22,608
+9,849
+77% +$538K 0.35% 101
2020
Q2 		$691K Buy
+12,759
New +$680K 0.22% 114

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Capital Insight Partners's VTEB Position: Q3 2025 in Review

Capital Insight Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 24,999 shares — an estimated $1.23M sold.

Capital Insight Partners first reported a position in VTEB in Q2 2020 and held it in 21 quarters. The position peaked at $2.19M in Q4 2021. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Capital Insight Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • Capital Insight Partners sold 24,999 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $1.23M.
  • Capital Insight Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and held it in 21 quarters.
  • Capital Insight Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.19M in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Capital Insight Partners's 13F filing for Q3 2025, filed 14 Oct 2025.