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

Prospera 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 		$1.06M Sell
20,962
-2,583
-11% -$130K 0.02% 737
2026
Q1 		$1.17M Buy
23,545
+1,823
+8% +$92K 0.02% 652
2025
Q4 		$1.09M Sell
21,722
-34
-0.2% -$1.71K 0.02% 650
2025
Q3 		$1.09M Buy
21,756
+3,078
+16% +$151K 0.02% 651
2025
Q2 		$916K Sell
18,678
-6,892
-27% -$337K 0.02% 682
2025
Q1 		$1.27M Sell
25,570
-45
-0.2% -$2.25K 0.03% 497
2024
Q4 		$1.28M Buy
25,615
+1,154
+5% +$58.3K 0.03% 475
2024
Q3 		$1.25M Buy
24,461
+472
+2% +$23.9K 0.03% 452
2024
Q2 		$1.2M Buy
23,989
+12,225
+104% +$612K 0.03% 457
2024
Q1 		$595K Buy
11,764
+1,358
+13% +$68.8K 0.02% 648
2023
Q4 		$531K Buy
10,406
+374
+4% +$18.3K 0.02% 640
2023
Q3 		$483K Buy
+10,032
New +$497K 0.02% 624
2022
Q3 		– Sell
-6,194
Closed -$309K – 1574
2022
Q2 		$309K Buy
6,194
+6,152
+14,648% +$308K 0.02% 622
2022
Q1 		$2K Buy
+42
New +$2.23K ﹤0.01% 2529
2020
Q4 		– Sell
-656
Closed -$36K – 1560
2020
Q3 		$36K Buy
+656
New +$35.8K 0.01% 736

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

Prospera Financial Services's VTEB Position: Q2 2026 in Review

Prospera Financial Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, selling an estimated $130K and leaving 20,962 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #737.

Prospera Financial Services first reported a position in VTEB in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.28M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Prospera Financial Services held 20,962 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.06M as of Q2 2026.
  • Prospera Financial Services sold 2,583 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $130K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #737 holding.
  • Prospera Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 15 quarters since.
  • Prospera Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.28M in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.