LifePlan Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

LifePlan Financial 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
2020 Q3	$52K	Hold	960	–	–	0.02%	243
2020 Q2	$52K	Hold	960	–	–	0.02%	241
2020 Q1	$51K	Hold	960	–	–	0.03%	221
2019 Q4	$51K	Hold	960	–	–	0.02%	247
2019 Q3	$51K	Hold	960	–	–	0.02%	243
2019 Q2	$51K	Buy	+960	New	+$50.4K	0.02%	241

Other funds holding VTEB

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

CSIA

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Financial Group's VTEB Position: Q3 2020 in Review

LifePlan Financial Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2020 at 960 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #243.

LifePlan Financial Group first reported a position in VTEB in Q2 2019 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

LifePlan Financial Group held 960 shares of Vanguard Tax-Exempt Bond Index Fund worth $52K as of Q3 2020.
LifePlan Financial Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2020.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #243 holding.
LifePlan Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 6 quarters since.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.