LBMC Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

LBMC Investment 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
2022 Q1	–	Sell	-21,211	Closed	-$1.17M	–	172
2021 Q4	$1.17M	Sell	21,211 -7,816	-27%	-$428K	0.1%	55
2021 Q3	$1.16M	Sell	29,027 -11,372	-28%	-$629K	0.11%	53
2021 Q2	$2.23M	Sell	40,399 -89,781	-69%	-$4.95M	0.21%	38
2021 Q1	$7.11M	Sell	130,180 -50	-0%	-$2.75K	0.75%	19
2020 Q4	$7.19M	Sell	130,230 -31,094	-19%	-$1.7M	0.85%	18
2020 Q3	$8.78M	Buy	+161,324	New	+$8.8M	1.22%	14

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LBMC Investment Advisors's VTEB Position: Q1 2022 in Review

LBMC Investment Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 21,211 shares — an estimated $1.17M sold.

LBMC Investment Advisors first reported a position in VTEB in Q3 2020 and held it in 6 quarters. The position peaked at $8.78M in Q3 2020. 735 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

LBMC Investment Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
LBMC Investment Advisors sold 21,211 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $1.17M.
LBMC Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 6 quarters.
LBMC Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.78M in Q3 2020.
735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on LBMC Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.