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 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 $1.56T 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

New Insight Wealth Advisors's VTEB Position: Q1 2026 in Review

New Insight Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.4% in Q1 2026, buying an estimated $7.22K and bringing the position to 10,143 shares worth $506K. The position accounts for 0.18% of the portfolio, ranked #68.

New Insight Wealth Advisors first reported a position in VTEB in Q2 2025 and has held it in 4 quarters since. The position peaked at $520K in Q3 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

New Insight Wealth Advisors held 10,143 shares of Vanguard Tax-Exempt Bond Index Fund worth $506K as of Q1 2026.
New Insight Wealth Advisors bought 143 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $7.22K.
Vanguard Tax-Exempt Bond Index Fund made up 0.18% of New Insight Wealth Advisors's portfolio in Q1 2026, its #68 holding.
New Insight Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 4 quarters since.
New Insight Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $520K in Q3 2025.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.