Life Planning Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Life Planning Partners’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	$1.13M	Sell	22,291 -1,677	-7%	-$84.3K	0.84%	29
2026 Q1	$1.2M	Sell	23,968 -100	-0.4%	-$5.05K	0.91%	27
2025 Q4	$1.21M	Sell	24,068 -7,511	-24%	-$378K	0.93%	28
2025 Q3	$1.58M	Buy	31,579 +1,022	+3%	+$50.2K	1.15%	23
2025 Q2	$1.5M	Buy	30,557 +1,870	+7%	+$91.4K	1.19%	22
2025 Q1	$1.42M	Buy	28,687 +1,000	+4%	+$50K	1.29%	19
2024 Q4	$1.39M	Sell	27,687 -10,074	-27%	-$509K	1.28%	18
2024 Q3	$1.93M	Sell	37,761 -2,165	-5%	-$110K	1.72%	14
2024 Q2	$2M	Sell	39,926 -3,620	-8%	-$181K	1.82%	14
2024 Q1	$2.2M	Sell	43,546 -4,090	-9%	-$207K	2.19%	12
2023 Q4	$2.43M	Buy	+47,636	New	+$2.34M	2.39%	9
2022 Q3	$4.49M	Buy	93,236 +2,266	+2%	+$113K	5.14%	6
2022 Q2	$4.54M	Sell	90,970 -7,843	-8%	-$393K	5.1%	5
2022 Q1	$5.09M	Buy	98,813 +5,546	+6%	+$295K	5.19%	5
2021 Q4	$5.12M	Buy	+93,267	New	+$5.11M	5.15%	5

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Life Planning Partners's VTEB Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7% in Q2 2026, selling an estimated $84.3K and leaving 22,291 shares worth $1.13M. The position accounts for 0.84% of the portfolio, ranked #29.

Life Planning Partners first reported a position in VTEB in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.12M in Q4 2021. 879 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Life Planning Partners held 22,291 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.13M as of Q2 2026.
Life Planning Partners sold 1,677 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $84.3K.
Vanguard Tax-Exempt Bond Index Fund made up 0.84% of Life Planning Partners's portfolio in Q2 2026, its #29 holding.
Life Planning Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.12M in Q4 2021.
879 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.