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Prospera Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Prospera Capital Management’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 		$1.18M Hold
23,348
– – 0.37% 20
2026
Q1 		$1.16M Hold
23,348
– – 0.58% 14
2025
Q4 		$1.17M Hold
23,348
– – 0.59% 15
2025
Q3 		$1.17M Hold
23,348
– – 0.57% 14
2025
Q2 		$1.14M Buy
+23,348
New +$1.14M 0.63% 14

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Prospera Capital Management's VTEB Position: Q2 2026 in Review

Prospera Capital Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 23,348 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #20.

Prospera Capital Management first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Prospera Capital Management held 23,348 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.18M as of Q2 2026.
  • Prospera Capital Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.37% of Prospera Capital Management's portfolio in Q2 2026, its #20 holding.
  • Prospera Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Prospera Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.