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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
Q2 		$1.85M Sell
36,481
-7,735
-17% -$389K 0.34% 49
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prestige Wealth Management Group's VTEB Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q2 2026, selling an estimated $389K and leaving 36,481 shares worth $1.85M. The position accounts for 0.34% of the portfolio, ranked #49.

Prestige Wealth Management Group first reported a position in VTEB in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.44M in Q1 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Prestige Wealth Management Group held 36,481 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.85M as of Q2 2026.
  • Prestige Wealth Management Group sold 7,735 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $389K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.34% of Prestige Wealth Management Group's portfolio in Q2 2026, its #49 holding.
  • Prestige Wealth Management Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.44M in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.