LA
VTEB icon

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

Lifeworks 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 		$569K Sell
11,401
-1,296
-10% -$65.4K 0.07% 181
2025
Q4 		$639K Buy
12,697
+2,358
+23% +$119K 0.08% 185
2025
Q3 		$518K Sell
10,339
-193
-2% -$9.49K 0.07% 203
2025
Q2 		$516K Sell
10,532
-527
-5% -$25.7K 0.08% 191
2025
Q1 		$549K Buy
11,059
+164
+2% +$8.21K 0.09% 173
2024
Q4 		$546K Buy
10,895
+1,290
+13% +$65.2K 0.1% 157
2024
Q3 		$491K Buy
+9,605
New +$487K 0.1% 163

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

Lifeworks Advisors's VTEB Position: Q1 2026 in Review

Lifeworks Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 10% in Q1 2026, selling an estimated $65.4K and leaving 11,401 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #181.

Lifeworks Advisors first reported a position in VTEB in Q3 2024 and has held it in 7 quarters since. The position peaked at $639K in Q4 2025. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Lifeworks Advisors held 11,401 shares of Vanguard Tax-Exempt Bond Index Fund worth $569K as of Q1 2026.
  • Lifeworks Advisors sold 1,296 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $65.4K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #181 holding.
  • Lifeworks Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $639K in Q4 2025.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.