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

Prospect Financial Services’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 		$2.06M Buy
40,780
+21,815
+115% +$1.1M 1.04% 25
2026
Q1 		$946K Buy
18,965
+3,177
+20% +$160K 0.58% 38
2025
Q4 		$794K Buy
15,788
+430
+3% +$21.6K 0.46% 44
2025
Q3 		$769K Buy
15,358
+172
+1% +$8.45K 0.44% 44
2025
Q2 		$745K Sell
15,186
-3,690
-20% -$180K 0.46% 47
2025
Q1 		$937K Buy
18,876
+771
+4% +$38.6K 0.52% 38
2024
Q4 		$908K Buy
18,105
+1,267
+8% +$64.1K 0.5% 39
2024
Q3 		$861K Buy
16,838
+323
+2% +$16.4K 0.53% 40
2024
Q2 		$828K Buy
16,515
+9,132
+124% +$457K 0.64% 37
2024
Q1 		$374K Buy
7,383
+1,201
+19% +$60.9K 0.31% 53
2023
Q4 		$316K Buy
+6,182
New +$303K 0.32% 54

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 Services's VTEB Position: Q2 2026 in Review

Prospect Financial Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 115% in Q2 2026, buying an estimated $1.1M and bringing the position to 40,780 shares worth $2.06M. The position accounts for 1.04% of the portfolio, ranked #25.

Prospect Financial Services first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Prospect Financial Services held 40,780 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.06M as of Q2 2026.
  • Prospect Financial Services bought 21,815 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.1M.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.04% of Prospect Financial Services's portfolio in Q2 2026, its #25 holding.
  • Prospect Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 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 Services's 13F filing for Q2 2026, filed 6 Aug 2026.