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

LPF 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
2025
Q1 		$721K Hold
14,531
– – 0.59% 14
2024
Q4 		$728K Hold
14,531
– – 0.61% 15
2024
Q3 		$743K Hold
14,531
– – 0.64% 14
2024
Q2 		$728K Buy
+14,531
New +$727K 0.67% 13

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPF Advisors's VTEB Position: Q1 2025 in Review

LPF Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2025 at 14,531 shares worth $721K. The position accounts for 0.59% of the portfolio, ranked #14.

LPF Advisors first reported a position in VTEB in Q2 2024 and has held it in 4 quarters since. The position peaked at $743K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

  • LPF Advisors held 14,531 shares of Vanguard Tax-Exempt Bond Index Fund worth $721K as of Q1 2025.
  • LPF Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2025.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.59% of LPF Advisors's portfolio in Q1 2025, its #14 holding.
  • LPF Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 4 quarters since.
  • LPF Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $743K in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.