PFG
VTEB icon

Prospect Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Prospect Financial 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 		$2.59M Buy
51,288
+21,621
+73% +$1.09M 2.09% 15
2026
Q1 		$1.48M Buy
29,667
+5,584
+23% +$282K 1.37% 22
2025
Q4 		$1.21M Buy
24,083
+10,210
+74% +$514K 1.13% 24
2025
Q3 		$695K Buy
13,873
+4,452
+47% +$219K 0.68% 35
2025
Q2 		$462K Sell
9,421
-2,272
-19% -$111K 0.48% 36
2025
Q1 		$580K Sell
11,693
-732
-6% -$36.6K 0.74% 33
2024
Q4 		$623K Buy
+12,425
New +$628K 0.77% 31

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

Prospect Financial Group's VTEB Position: Q2 2026 in Review

Prospect Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 73% in Q2 2026, buying an estimated $1.09M and bringing the position to 51,288 shares worth $2.59M. The position accounts for 2.09% of the portfolio, ranked #15.

Prospect Financial Group first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Prospect Financial Group held 51,288 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.59M as of Q2 2026.
  • Prospect Financial Group bought 21,621 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.09M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.09% of Prospect Financial Group's portfolio in Q2 2026, its #15 holding.
  • Prospect Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.