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Prime Capital Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Prime Capital Investment Advisors’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 		$94.6M Sell
1,896,133
-15,240
-0.8% -$770K 1.09% 20
2025
Q4 		$96.1M Sell
1,911,373
-24,422
-1% -$1.23M 1.17% 20
2025
Q3 		$96.9M Sell
1,935,795
-48,849
-2% -$2.4M 1.22% 21
2025
Q2 		$97.3M Sell
1,984,644
-28,662
-1% -$1.4M 1.29% 20
2025
Q1 		$99.9M Buy
2,013,306
+38,101
+2% +$1.91M 1.17% 22
2024
Q4 		$99M Buy
1,975,205
+100,249
+5% +$5.07M 1.44% 19
2024
Q3 		$95.8M Buy
1,874,956
+38,961
+2% +$1.97M 1.37% 19
2024
Q2 		$92M Sell
1,835,995
-26,165
-1% -$1.31M 1.36% 18
2024
Q1 		$94.2M Buy
1,862,160
+80,251
+5% +$4.07M 1.32% 17
2023
Q4 		$91M Sell
1,781,909
-464,097
-21% -$22.8M 1.37% 15
2023
Q3 		$108M Sell
2,246,006
-57,198
-2% -$2.83M 2.21% 9
2023
Q2 		$116M Buy
2,303,204
+2,175,157
+1,699% +$109M 2.28% 7
2023
Q1 		$6.49M Buy
128,047
+94,703
+284% +$4.75M 0.27% 83
2022
Q4 		$1.65M Sell
33,344
-2,087
-6% -$102K 0.06% 186
2022
Q3 		$1.71M Sell
35,431
-2,059
-5% -$103K 0.1% 132
2022
Q2 		$1.87M Sell
37,490
-20,675
-36% -$1.04M 0.11% 134
2022
Q1 		$3.19M Sell
58,165
-25,760
-31% -$1.37M 0.18% 97
2021
Q4 		$4.61M Buy
83,925
+7,720
+10% +$423K 0.25% 88
2021
Q3 		$4.17M Sell
76,205
-18,289
-19% -$1.01M 0.26% 74
2021
Q2 		$5.23M Buy
94,494
+3,555
+4% +$196K 0.3% 65
2021
Q1 		$4.97M Buy
90,939
+8,826
+11% +$485K 0.36% 48
2020
Q4 		$4.53M Sell
82,113
-2,860
-3% -$156K 0.35% 50
2020
Q3 		$4.63M Sell
84,973
-7,570
-8% -$413K 0.39% 43
2020
Q2 		$5.01M Sell
92,543
-9,479
-9% -$505K 0.47% 42
2020
Q1 		$5.4M Buy
102,022
+12,786
+14% +$685K 0.64% 24
2019
Q4 		$4.78M Buy
+89,236
New +$4.78M 0.55% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prime Capital Investment Advisors's VTEB Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.8% in Q1 2026, selling an estimated $770K and leaving 1,896,133 shares worth $94.6M. The position accounts for 1.09% of the portfolio, ranked #20.

Prime Capital Investment Advisors first reported a position in VTEB in Q4 2019 and has held it in 26 quarters since. The position peaked at $116M in Q2 2023. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Prime Capital Investment Advisors held 1,896,133 shares of Vanguard Tax-Exempt Bond Index Fund worth $94.6M as of Q1 2026.
  • Prime Capital Investment Advisors sold 15,240 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $770K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.09% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 26 quarters since.
  • Prime Capital Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $116M in Q2 2023.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.