Lynx Investment Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lynx Investment Advisory’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	$617K	Buy	12,366 +3,412	+38%	+$172K	0.29%	77
2025 Q4	$450K	Hold	8,954	–	–	0.25%	95
2025 Q3	$448K	Buy	8,954 +27	+0.3%	+$1.33K	0.27%	85
2025 Q2	$438K	Sell	8,927 -813	-8%	-$39.7K	0.29%	80
2025 Q1	$483K	Buy	9,740 +4,099	+73%	+$205K	0.32%	69
2024 Q4	$283K	Sell	5,641 -151	-3%	-$7.63K	0.19%	120
2024 Q3	$296K	Sell	5,792 -164	-3%	-$8.31K	0.21%	108
2024 Q2	$298K	Buy	+5,956	New	+$298K	0.22%	91

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lynx Investment Advisory's VTEB Position: Q1 2026 in Review

Lynx Investment Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 38% in Q1 2026, buying an estimated $172K and bringing the position to 12,366 shares worth $617K. The position accounts for 0.29% of the portfolio, ranked #77.

Lynx Investment Advisory first reported a position in VTEB in Q2 2024 and has held it in 8 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Lynx Investment Advisory held 12,366 shares of Vanguard Tax-Exempt Bond Index Fund worth $617K as of Q1 2026.
Lynx Investment Advisory bought 3,412 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $172K.
Vanguard Tax-Exempt Bond Index Fund made up 0.29% of Lynx Investment Advisory's portfolio in Q1 2026, its #77 holding.
Lynx Investment Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 8 quarters since.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.