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 Q2	$4.67M	Sell	92,314 -12,975	-12%	-$652K	1.61%	16
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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LifePlan Investment Advisors's VTEB Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, selling an estimated $652K and leaving 92,314 shares worth $4.67M. The position accounts for 1.61% of the portfolio, ranked #16.

LifePlan Investment Advisors first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.25M in Q1 2026. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

LifePlan Investment Advisors held 92,314 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.67M as of Q2 2026.
LifePlan Investment Advisors sold 12,975 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $652K.
Vanguard Tax-Exempt Bond Index Fund made up 1.61% of LifePlan Investment Advisors's portfolio in Q2 2026, its #16 holding.
LifePlan Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.25M in Q1 2026.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.