Prospera Capital Management
VTEB icon

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
Q3 		$1.11M Hold
23,348
– – 0.27% 22
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Prospera Capital Management's VTEB Position: Q3 2026 in Review

Prospera Capital Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 23,348 shares worth $1.11M. The position accounts for 0.27% of the portfolio, ranked #22.

Prospera Capital Management first reported a position in VTEB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2026. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Prospera Capital Management held 23,348 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.11M as of Q3 2026.
  • Prospera Capital Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.27% of Prospera Capital Management's portfolio in Q3 2026, its #22 holding.
  • Prospera Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 6 quarters since.
  • Prospera Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.18M in Q2 2026.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.