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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
Q2 		$325K Sell
6,434
-4,967
-44% -$250K 0.03% 259
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lifeworks Advisors's VTEB Position: Q2 2026 in Review

Lifeworks Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 44% in Q2 2026, selling an estimated $250K and leaving 6,434 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #259.

Lifeworks Advisors first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $639K in Q4 2025. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Lifeworks Advisors held 6,434 shares of Vanguard Tax-Exempt Bond Index Fund worth $325K as of Q2 2026.
  • Lifeworks Advisors sold 4,967 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $250K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #259 holding.
  • Lifeworks Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
  • Lifeworks Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $639K in Q4 2025.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.