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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
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 $1.56T 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

Prospect Financial Group's VTEB Position: Q1 2026 in Review

Prospect Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 23% in Q1 2026, buying an estimated $282K and bringing the position to 29,667 shares worth $1.48M. The position accounts for 1.37% of the portfolio, ranked #22.

Prospect Financial Group first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Prospect Financial Group held 29,667 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.48M as of Q1 2026.
  • Prospect Financial Group bought 5,584 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $282K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.37% of Prospect Financial Group's portfolio in Q1 2026, its #22 holding.
  • Prospect Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.