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VTEB icon

PrairieView Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

PrairieView Partners’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
Q2 		$3.01M Sell
61,434
-25,722
-30% -$1.26M 0.29% 38
2025
Q1 		$4.32M Buy
87,156
+21,860
+33% +$1.09M 0.45% 29
2024
Q4 		$3.27M Sell
65,296
-10,949
-14% -$554K 0.34% 35
2024
Q3 		$3.9M Buy
76,245
+16,144
+27% +$818K 0.41% 34
2024
Q2 		$3.01M Sell
60,101
-11,983
-17% -$600K 0.34% 38
2024
Q1 		$3.65M Buy
72,084
+23,280
+48% +$1.18M 0.42% 36
2023
Q4 		$2.49M Buy
48,804
+16,948
+53% +$831K 0.31% 43
2023
Q3 		$1.53M Buy
31,856
+1,309
+4% +$64.8K 0.21% 46
2023
Q2 		$1.53M Sell
30,547
-2,079
-6% -$104K 0.2% 45
2023
Q1 		$1.65M Buy
32,626
+10,862
+50% +$545K 0.23% 45
2022
Q4 		$1.08M Buy
21,764
+3,727
+21% +$182K 0.16% 49
2022
Q3 		$868K Buy
18,037
+456
+3% +$22.8K 0.14% 53
2022
Q2 		$878K Sell
17,581
-8,706
-33% -$436K 0.14% 57
2022
Q1 		$1.35M Sell
26,287
-9,357
-26% -$498K 0.19% 46
2021
Q4 		$1.96M Buy
35,644
+3,510
+11% +$192K 0.27% 40
2021
Q3 		$1.76M Buy
32,134
+1,894
+6% +$105K 0.26% 40
2021
Q2 		$1.67M Buy
30,240
+9,052
+43% +$499K 0.25% 41
2021
Q1 		$1.16M Buy
21,188
+9,498
+81% +$522K 0.19% 43
2020
Q4 		$645K Sell
11,690
-39
-0.3% -$2.13K 0.11% 48
2020
Q3 		$639K Hold
11,729
– – 0.13% 44
2020
Q2 		$635K Sell
11,729
-38
-0.3% -$2.02K 0.14% 45
2020
Q1 		$622K Sell
11,767
-416
-3% -$22.3K 0.16% 46
2019
Q4 		$652K Sell
12,183
-1,514
-11% -$81K 0.14% 47
2019
Q3 		$734K Buy
13,697
+1,227
+10% +$65.7K 0.17% 47
2019
Q2 		$662K Buy
+12,470
New +$655K 0.16% 43
2019
Q1 		– Sell
-11,804
Closed -$603K – 48
2018
Q4 		$603K Sell
11,804
-8,845
-43% -$446K 0.17% 43
2018
Q3 		$1.04M Buy
20,649
+586
+3% +$29.8K 0.27% 38
2018
Q2 		$1.02M Sell
20,063
-3,235
-14% -$164K 0.26% 38
2018
Q1 		$1.18M Buy
23,298
+5,127
+28% +$261K 0.28% 34
2017
Q4 		$939K Buy
+18,171
New +$938K 0.26% 35

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PrairieView Partners's VTEB Position: Q2 2025 in Review

PrairieView Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 30% in Q2 2025, selling an estimated $1.26M and leaving 61,434 shares worth $3.01M. The position accounts for 0.29% of the portfolio, ranked #38.

PrairieView Partners first reported a position in VTEB in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.32M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • PrairieView Partners held 61,434 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.01M as of Q2 2025.
  • PrairieView Partners sold 25,722 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $1.26M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.29% of PrairieView Partners's portfolio in Q2 2025, its #38 holding.
  • PrairieView Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 30 quarters since.
  • PrairieView Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.32M in Q1 2025.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.