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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

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CSIA
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return