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Insight Wealth Strategies’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Insight Wealth Strategies’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 		$4.12M Buy
86,913
+2,775
+3% +$137K 0.41% 80
2026
Q2 		$4.25M Buy
84,138
+5,739
+7% +$288K 0.41% 81
2026
Q1 		$3.91M Buy
78,399
+6,627
+9% +$335K 0.44% 76
2025
Q4 		$3.61M Sell
71,772
-407
-0.6% -$20.5K 0.41% 78
2025
Q3 		$3.61M Sell
72,179
-1,663
-2% -$81.7K 0.43% 78
2025
Q2 		$3.61M Buy
73,842
+195
+0.3% +$9.53K 0.46% 73
2025
Q1 		$3.65M Buy
73,647
+1,944
+3% +$97.3K 0.49% 62
2024
Q4 		$3.59M Sell
71,703
-4,820
-6% -$244K 0.48% 69
2024
Q3 		$3.91M Buy
76,523
+8,919
+13% +$452K 0.52% 54
2024
Q2 		$3.39M Buy
67,604
+5,944
+10% +$297K 0.48% 54
2024
Q1 		$3.12M Buy
61,660
+3,272
+6% +$166K 0.46% 52
2023
Q4 		$2.98M Buy
58,388
+7,150
+14% +$351K 0.48% 39
2023
Q3 		$2.46M Buy
51,238
+571
+1% +$28.3K 0.48% 39
2023
Q2 		$2.54M Buy
50,667
+13,041
+35% +$655K 0.49% 33
2023
Q1 		$1.91M Sell
37,626
-874
-2% -$43.9K 0.37% 40
2022
Q4 		$1.91M Buy
38,500
+2,663
+7% +$130K 0.37% 40
2022
Q3 		$1.79M Hold
35,837
– – 0.33% 41
2022
Q2 		$1.79M Buy
35,837
+816
+2% +$40.9K 0.33% 41
2022
Q1 		$1.8M Buy
35,021
+1,451
+4% +$77.2K 0.27% 58
2021
Q4 		$1.84M Buy
+33,570
New +$1.84M 0.26% 55

Other funds holding VTEB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Insight Wealth Strategies's VTEB Position: Q3 2026 in Review

Insight Wealth Strategies increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.3% in Q3 2026, buying an estimated $137K and bringing the position to 86,913 shares worth $4.12M. The position accounts for 0.41% of the portfolio, ranked #80.

Insight Wealth Strategies first reported a position in VTEB in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.25M in Q2 2026. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Insight Wealth Strategies held 86,913 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.12M as of Q3 2026.
  • Insight Wealth Strategies bought 2,775 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $137K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.41% of Insight Wealth Strategies's portfolio in Q3 2026, its #80 holding.
  • Insight Wealth Strategies first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 20 quarters since.
  • Insight Wealth Strategies's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.25M in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.