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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Insight Wealth Strategies's VTEB Position: Q2 2026 in Review

Insight Wealth Strategies increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.3% in Q2 2026, buying an estimated $288K and bringing the position to 84,138 shares worth $4.25M. The position accounts for 0.41% of the portfolio, ranked #81.

Insight Wealth Strategies first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Insight Wealth Strategies held 84,138 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.25M as of Q2 2026.
  • Insight Wealth Strategies bought 5,739 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $288K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.41% of Insight Wealth Strategies's portfolio in Q2 2026, its #81 holding.
  • Insight Wealth Strategies first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.