INVST’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.02M | Buy |
79,380
+3,575
| +5% | +$180K | 0.39% | 52 |
|
|
2026
Q1 | $3.78M | Sell |
75,805
-25,096
| -25% | -$1.27M | 0.43% | 52 |
|
|
2025
Q4 | $5.07M | Buy |
100,901
+5,011
| +5% | +$252K | 0.55% | 43 |
|
|
2025
Q3 | $4.8M | Buy |
95,890
+24,188
| +34% | +$1.19M | 0.55% | 42 |
|
|
2025
Q2 | $3.52M | Sell |
71,702
-11,330
| -14% | -$553K | 0.44% | 45 |
|
|
2025
Q1 | $4.12M | Sell |
83,032
-22,696
| -21% | -$1.14M | 0.56% | 44 |
|
|
2024
Q4 | $5.3M | Sell |
105,728
-1,615
| -2% | -$81.6K | 0.64% | 41 |
|
|
2024
Q3 | $5.49M | Sell |
107,343
-712
| -0.7% | -$36.1K | 0.66% | 38 |
|
|
2024
Q2 | $5.4M | Buy |
108,055
+10,484
| +11% | +$525K | 0.6% | 40 |
|
|
2024
Q1 | $4.91M | Buy |
97,571
+6,508
| +7% | +$330K | 0.58% | 40 |
|
|
2023
Q4 | $4.61M | Buy |
91,063
+13,401
| +17% | +$657K | 0.59% | 40 |
|
|
2023
Q3 | $3.74M | Buy |
77,662
+364
| +0.5% | +$18K | 0.54% | 39 |
|
|
2023
Q2 | $3.88M | Buy |
77,298
+1,673
| +2% | +$84.1K | 0.56% | 35 |
|
|
2023
Q1 | $3.8M | Sell |
75,625
-2,655
| -3% | -$133K | 0.59% | 34 |
|
|
2022
Q4 | $3.98M | Sell |
78,280
-11,718
| -13% | -$573K | 0.62% | 32 |
|
|
2022
Q3 | $4.37M | Sell |
89,998
-2,007
| -2% | -$100K | 0.75% | 30 |
|
|
2022
Q2 | $4.68M | Buy |
92,005
+1,195
| +1% | +$59.9K | 0.73% | 32 |
|
|
2022
Q1 | $4.5M | Buy |
90,810
+6,708
| +8% | +$357K | 0.74% | 30 |
|
|
2021
Q4 | $4.46M | Buy |
84,102
+9,735
| +13% | +$533K | 0.7% | 32 |
|
|
2021
Q3 | $4.07M | Buy |
74,367
+4,044
| +6% | +$224K | 0.64% | 35 |
|
|
2021
Q2 | $3.9M | Buy |
70,323
+4,240
| +6% | +$234K | 0.64% | 36 |
|
|
2021
Q1 | $3.64M | Buy |
66,083
+3,961
| +6% | +$218K | 0.63% | 35 |
|
|
2020
Q4 | $3.43M | Buy |
62,122
+1,530
| +3% | +$83.5K | 0.62% | 37 |
|
|
2020
Q3 | $3.29M | Buy |
60,592
+39,531
| +188% | +$2.16M | 0.77% | 33 |
|
|
2020
Q2 | $1.14M | Buy |
21,061
+2,085
| +11% | +$111K | 0.34% | 52 |
|
|
2020
Q1 | $986K | Sell |
18,976
-104
| -0.5% | -$5.57K | 0.41% | 46 |
|
|
2019
Q4 | $1.02M | Buy |
19,080
+2,548
| +15% | +$136K | 0.38% | 43 |
|
|
2019
Q3 | $885K | Buy |
16,532
+1,532
| +10% | +$82.1K | 0.4% | 40 |
|
|
2019
Q2 | $794K | Buy |
15,000
+1,611
| +12% | +$84.6K | 0.41% | 34 |
|
|
2019
Q1 | $696K | Buy |
13,389
+1,822
| +16% | +$93.7K | 0.35% | 32 |
|
|
2018
Q4 | $590K | Sell |
11,567
-2,761
| -19% | -$139K | 0.33% | 28 |
|
|
2018
Q3 | $722K | Sell |
14,328
-1,163
| -8% | -$59.2K | 0.37% | 28 |
|
|
2018
Q2 | $790K | Buy |
+15,491
| New | +$786K | 0.46% | 29 |
|
Other funds holding VTEB
INVST's VTEB Position: Q2 2026 in Review
INVST increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.7% in Q2 2026, buying an estimated $180K and bringing the position to 79,380 shares worth $4.02M. The position accounts for 0.39% of the portfolio, ranked #52.
INVST first reported a position in VTEB in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.49M in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.
- INVST held 79,380 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.02M as of Q2 2026.
- INVST bought 3,575 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $180K.
- Vanguard Tax-Exempt Bond Index Fund made up 0.39% of INVST's portfolio in Q2 2026, its #52 holding.
- INVST first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and has held it in 33 quarters since.
- INVST's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.49M in Q3 2024.
- 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.
Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.