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

LS 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
2020 Q3	–	Sell	-542	Closed	-$29K	–	1452
2020 Q2	$29K	Hold	542	–	–	﹤0.01%	1308
2020 Q1	$29K	Hold	542	–	–	﹤0.01%	1261
2019 Q4	$29K	Buy	542 +200	+58%	+$10.7K	﹤0.01%	1461
2019 Q3	$18K	Hold	342	–	–	﹤0.01%	1560
2019 Q2	$18K	Hold	342	–	–	﹤0.01%	1563
2019 Q1	$18K	Buy	342 +142	+71%	+$7.3K	﹤0.01%	1540
2018 Q4	$10K	Hold	200	–	–	﹤0.01%	1616
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	1709
2018 Q2	$10K	Buy	+200	New	+$10.1K	﹤0.01%	1708

Other funds holding VTEB

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LS Investment Advisors's VTEB Position: Q3 2020 in Review

LS Investment Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 542 shares — an estimated $29K sold.

LS Investment Advisors first reported a position in VTEB in Q2 2018 and held it in 9 quarters. The position peaked at $29K in Q2 2020. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

LS Investment Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 542 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $29K.
LS Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and held it in 9 quarters.
LS Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $29K in Q2 2020.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.