New Insight Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

New Insight Wealth Advisors’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	$457K	Sell	9,028 -1,115	-11%	-$56K	0.13%	81
2026 Q1	$506K	Buy	10,143 +143	+1%	+$7.22K	0.18%	68
2025 Q4	$503K	Sell	10,000 -386	-4%	-$19.4K	0.18%	74
2025 Q3	$520K	Buy	10,386 +4,613	+80%	+$227K	0.2%	74
2025 Q2	$283K	Buy	+5,773	New	+$282K	0.12%	90

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

New Insight Wealth Advisors's VTEB Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, selling an estimated $56K and leaving 9,028 shares worth $457K. The position accounts for 0.13% of the portfolio, ranked #81.

New Insight Wealth Advisors first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $520K in Q3 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

New Insight Wealth Advisors held 9,028 shares of Vanguard Tax-Exempt Bond Index Fund worth $457K as of Q2 2026.
New Insight Wealth Advisors sold 1,115 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $56K.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of New Insight Wealth Advisors's portfolio in Q2 2026, its #81 holding.
New Insight Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
New Insight Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $520K in Q3 2025.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.