Prestige Wealth Management Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Prestige Wealth Management Group’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	$2.21M	Sell	44,216 -8,374	-16%	-$423K	0.43%	40
2025 Q4	$2.64M	Buy	52,590 +24,077	+84%	+$1.21M	0.5%	39
2025 Q3	$1.43M	Buy	28,513 +4,395	+18%	+$216K	0.28%	51
2025 Q2	$1.18M	Sell	24,118 -54	-0.2%	-$2.64K	0.24%	53
2025 Q1	$1.2M	Sell	24,172 -44,091	-65%	-$2.21M	0.26%	54
2024 Q4	$3.42M	Buy	68,263 +1,023	+2%	+$51.7K	0.71%	30
2024 Q3	$3.44M	Buy	67,240 +148	+0.2%	+$7.5K	0.71%	28
2024 Q2	$3.36M	Sell	67,092 -871	-1%	-$43.6K	0.73%	32
2024 Q1	$3.44M	Buy	67,963 +1,246	+2%	+$63.2K	0.74%	30
2023 Q4	$3.41M	Buy	66,717 +2,282	+4%	+$112K	0.77%	28
2023 Q3	$3.1M	Buy	64,435 +9,189	+17%	+$455K	0.76%	29
2023 Q2	$2.77M	Sell	55,246 -10,778	-16%	-$542K	0.66%	30
2023 Q1	$3.34M	Buy	66,024 +2,093	+3%	+$105K	0.84%	21
2022 Q4	$3.16M	Buy	63,931 +29,946	+88%	+$1.46M	0.82%	24
2022 Q3	$1.64M	Sell	33,985 -100	-0.3%	-$5K	0.46%	38
2022 Q2	$1.7M	Buy	34,085 +15,076	+79%	+$756K	0.46%	37
2022 Q1	$980K	Buy	19,009 +13,153	+225%	+$700K	0.24%	52
2021 Q4	$322K	Buy	5,856 +11	+0.2%	+$603	0.08%	106
2021 Q3	$320K	Buy	5,845 +2	+0%	+$111	0.08%	97
2021 Q2	$323K	Buy	5,843 +18	+0.3%	+$992	0.09%	89
2021 Q1	$318K	Buy	5,825 +5,755	+8,221%	+$316K	0.09%	85
2020 Q4	$4K	Hold	70	–	–	﹤0.01%	656
2020 Q3	$4K	Hold	70	–	–	﹤0.01%	595
2020 Q2	$4K	Buy	+70	New	+$3.73K	﹤0.01%	576
2020 Q1	–	Sell	-2,000	Closed	-$107K	–	1025
2019 Q4	$107K	Hold	2,000	–	–	0.06%	160
2019 Q3	$107K	Hold	2,000	–	–	0.06%	146
2019 Q2	$106K	Hold	2,000	–	–	0.06%	150
2019 Q1	$104K	Sell	2,000 -250	-11%	-$12.9K	0.06%	145
2018 Q4	$115K	Buy	+2,250	New	+$113K	0.08%	139

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

Prestige Wealth Management Group's VTEB Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q1 2026, selling an estimated $423K and leaving 44,216 shares worth $2.21M. The position accounts for 0.43% of the portfolio, ranked #40.

Prestige Wealth Management Group first reported a position in VTEB in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.44M in Q1 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Prestige Wealth Management Group held 44,216 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.21M as of Q1 2026.
Prestige Wealth Management Group sold 8,374 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $423K.
Vanguard Tax-Exempt Bond Index Fund made up 0.43% of Prestige Wealth Management Group's portfolio in Q1 2026, its #40 holding.
Prestige Wealth Management Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 29 quarters since.
Prestige Wealth Management Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.44M in Q1 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.