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

PrairieView Wealth 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
2026 Q2	$2.43M	Buy	48,067 +2,524	+6%	+$127K	1.82%	11
2026 Q1	$2.27M	Buy	45,543 +5,626	+14%	+$284K	1.86%	11
2025 Q4	$2.01M	Buy	39,917 +15,219	+62%	+$766K	1.82%	10
2025 Q3	$1.24M	Buy	24,698 +12,812	+108%	+$630K	1.16%	12
2025 Q2	$583K	Sell	11,886 -90,436	-88%	-$4.42M	0.6%	14
2025 Q1	$5.08M	Buy	102,322 +251	+0.2%	+$12.6K	6.21%	7
2024 Q4	$5.12M	Buy	102,071 +4,489	+5%	+$227K	5.53%	8
2024 Q3	$4.99M	Buy	97,582 +69,031	+242%	+$3.5M	5.39%	8
2024 Q2	$1.43M	Sell	28,551 -29,952	-51%	-$1.5M	1.22%	11
2024 Q1	$2.96M	Buy	58,503 +975	+2%	+$49.4K	2.69%	10
2023 Q4	$2.94M	Buy	+57,528	New	+$2.82M	2.94%	9

Other funds holding VTEB

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

PrairieView Wealth Partners's VTEB Position: Q2 2026 in Review

PrairieView Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.5% in Q2 2026, buying an estimated $127K and bringing the position to 48,067 shares worth $2.43M. The position accounts for 1.82% of the portfolio, ranked #11.

PrairieView Wealth Partners first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.12M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

PrairieView Wealth Partners held 48,067 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.43M as of Q2 2026.
PrairieView Wealth Partners bought 2,524 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $127K.
Vanguard Tax-Exempt Bond Index Fund made up 1.82% of PrairieView Wealth Partners's portfolio in Q2 2026, its #11 holding.
PrairieView Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
PrairieView Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.12M in Q4 2024.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.