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Lake Street Advisors Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$844K Buy
16,828
+6,648
+65% +$336K 0.04% 245
2024
Q3 		$520K Buy
10,180
+1,413
+16% +$71.6K 0.02% 327
2024
Q2 		$439K Hold
8,767
– – 0.02% 350
2024
Q1 		$444K Hold
8,767
– – 0.02% 362
2023
Q4 		$448K Buy
+8,767
New +$430K 0.02% 341

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Advisors Group's VTEB Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 65% in Q4 2024, buying an estimated $336K and bringing the position to 16,828 shares worth $844K. The position accounts for 0.04% of the portfolio, ranked #245.

Lake Street Advisors Group first reported a position in VTEB in Q4 2023 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Lake Street Advisors Group held 16,828 shares of Vanguard Tax-Exempt Bond Index Fund worth $844K as of Q4 2024.
  • Lake Street Advisors Group bought 6,648 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $336K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #245 holding.
  • Lake Street Advisors Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 5 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.