Koshinski Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Koshinski Asset Management’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	$1.18M	Sell	23,323 -4,059	-15%	-$204K	0.06%	262
2026 Q1	$1.37M	Buy	27,382 +7,483	+38%	+$378K	0.09%	213
2025 Q4	$1M	Buy	+19,899	New	+$1M	0.06%	276
2022 Q2	–	Sell	-2,308	Closed	-$119K	–	1937
2022 Q1	$119K	Buy	+2,308	New	+$123K	0.01%	764
2021 Q4	–	Sell	-1,690	Closed	-$92.6K	–	2252
2021 Q3	$92.6K	Buy	+1,690	New	+$93.4K	0.01%	872

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

Koshinski Asset Management's VTEB Position: Q2 2026 in Review

Koshinski Asset Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q2 2026, selling an estimated $204K and leaving 23,323 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #262.

Koshinski Asset Management first reported a position in VTEB in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.37M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Koshinski Asset Management held 23,323 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.18M as of Q2 2026.
Koshinski Asset Management sold 4,059 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $204K.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Koshinski Asset Management's portfolio in Q2 2026, its #262 holding.
Koshinski Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 5 quarters since.
Koshinski Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.37M in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.