Insigneo Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Insigneo 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 Q2	$1.89M	Buy	37,283 +2,851	+8%	+$143K	0.07%	199
2026 Q1	$1.72M	Sell	34,432 -2,811	-8%	-$142K	0.12%	148
2025 Q4	$1.87M	Buy	37,243 +10,597	+40%	+$533K	0.13%	128
2025 Q3	$1.33M	Buy	26,646 +5,044	+23%	+$248K	0.09%	171
2025 Q2	$1.06M	Sell	21,602 -677	-3%	-$33.1K	0.09%	180
2025 Q1	$1.11M	Buy	22,279 +1,015	+5%	+$50.8K	0.11%	159
2024 Q4	$1.07M	Buy	21,264 +614	+3%	+$31K	0.11%	156
2024 Q3	$1.06M	Buy	20,650 +852	+4%	+$43.2K	0.11%	172
2024 Q2	$1.01M	Buy	+19,798	New	+$991K	0.11%	172

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

Insigneo Advisory Services's VTEB Position: Q2 2026 in Review

Insigneo Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.3% in Q2 2026, buying an estimated $143K and bringing the position to 37,283 shares worth $1.89M. The position accounts for 0.07% of the portfolio, ranked #199.

Insigneo Advisory Services first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Insigneo Advisory Services held 37,283 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.89M as of Q2 2026.
Insigneo Advisory Services bought 2,851 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $143K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Insigneo Advisory Services's portfolio in Q2 2026, its #199 holding.
Insigneo Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.