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

LifePlan 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
2026
Q1 		$5.25M Buy
105,289
+13,344
+15% +$674K 2.06% 13
2025
Q4 		$4.62M Buy
91,945
+1,103
+1% +$55.5K 1.88% 15
2025
Q3 		$4.55M Buy
90,842
+4,797
+6% +$236K 1.91% 15
2025
Q2 		$4.22M Buy
86,045
+494
+0.6% +$24.1K 2.1% 15
2025
Q1 		$4.25M Buy
85,551
+2,321
+3% +$116K 2.44% 12
2024
Q4 		$4.17M Buy
83,230
+18,058
+28% +$913K 2.58% 10
2024
Q3 		$3.33M Buy
65,172
+7,318
+13% +$371K 2.13% 17
2024
Q2 		$2.9M Buy
57,854
+2,641
+5% +$132K 2.09% 18
2024
Q1 		$2.79M Buy
55,213
+4,119
+8% +$209K 2.23% 17
2023
Q4 		$2.61M Sell
51,094
-1,067
-2% -$52.3K 2.39% 16
2023
Q3 		$2.51M Buy
52,161
+5,793
+12% +$287K 2.67% 13
2023
Q2 		$2.33M Buy
+46,368
New +$2.33M 2.6% 16

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Investment Advisors's VTEB Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q1 2026, buying an estimated $674K and bringing the position to 105,289 shares worth $5.25M. The position accounts for 2.06% of the portfolio, ranked #13.

LifePlan Investment Advisors first reported a position in VTEB in Q2 2023 and has held it in 12 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • LifePlan Investment Advisors held 105,289 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.25M as of Q1 2026.
  • LifePlan Investment Advisors bought 13,344 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $674K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.06% of LifePlan Investment Advisors's portfolio in Q1 2026, its #13 holding.
  • LifePlan Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 12 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.