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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Insigneo Advisory Services's VTEB Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.5% in Q1 2026, selling an estimated $142K and leaving 34,432 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #148.

Insigneo Advisory Services first reported a position in VTEB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Insigneo Advisory Services held 34,432 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.72M as of Q1 2026.
Insigneo Advisory Services sold 2,811 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $142K.
Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Insigneo Advisory Services's portfolio in Q1 2026, its #148 holding.
Insigneo Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.87M in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.