Lane & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lane & Associates’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
2025 Q1	$323K	Sell	6,511 -829	-11%	-$41.5K	0.17%	91
2024 Q4	$368K	Sell	7,340 -11,379	-61%	-$575K	0.19%	87
2024 Q3	$957K	Sell	18,719 -14,036	-43%	-$711K	0.52%	42
2024 Q2	$1.64M	Buy	32,755 +1,516	+5%	+$75.9K	0.97%	27
2024 Q1	$1.58M	Buy	31,239 +279	+0.9%	+$14.1K	0.99%	24
2023 Q4	$1.58M	Sell	30,960 -85	-0.3%	-$4.17K	1.15%	24
2023 Q3	$1.49M	Sell	31,045 -1,936	-6%	-$95.9K	1.2%	20
2023 Q2	$1.66M	Buy	32,981 +12,275	+59%	+$617K	1.32%	19
2023 Q1	$1.05M	Buy	20,706 +3,289	+19%	+$165K	0.94%	29
2022 Q4	$862K	Buy	+17,417	New	+$851K	0.82%	30

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Lane & Associates's VTEB Position: Q1 2025 in Review

Lane & Associates reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q1 2025, selling an estimated $41.5K and leaving 6,511 shares worth $323K. The position accounts for 0.17% of the portfolio, ranked #91.

Lane & Associates first reported a position in VTEB in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.66M in Q2 2023. 1,217 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Lane & Associates held 6,511 shares of Vanguard Tax-Exempt Bond Index Fund worth $323K as of Q1 2025.
Lane & Associates sold 829 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $41.5K.
Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Lane & Associates's portfolio in Q1 2025, its #91 holding.
Lane & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.66M in Q2 2023.
1,217 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.