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Prosperity Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Prosperity Capital Advisors’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 		$1.28M Sell
25,330
-3,352
-12% -$168K 0.06% 169
2026
Q1 		$1.43M Sell
28,682
-13,785
-32% -$696K 0.08% 146
2025
Q4 		$2.14M Sell
42,467
-232
-0.5% -$11.7K 0.13% 111
2025
Q3 		$2.14M Sell
42,699
-218
-0.5% -$10.7K 0.12% 120
2025
Q2 		$2.1M Sell
42,917
-7,912
-16% -$387K 0.14% 121
2025
Q1 		$2.53M Sell
50,829
-51,971
-51% -$2.6M 0.2% 83
2024
Q4 		$5.15M Sell
102,800
-9,028
-8% -$456K 0.42% 44
2024
Q3 		$5.72M Buy
111,828
+3,207
+3% +$163K 0.49% 38
2024
Q2 		$5.44M Buy
108,621
+20,789
+24% +$1.04M 0.6% 30
2024
Q1 		$4.44M Sell
87,832
-64,770
-42% -$3.28M 0.53% 33
2023
Q4 		$7.79M Buy
152,602
+9,659
+7% +$474K 0.85% 21
2023
Q3 		$6.88M Buy
142,943
+30,773
+27% +$1.52M 0.91% 20
2023
Q2 		$5.63M Sell
112,170
-22,795
-17% -$1.15M 0.79% 17
2023
Q1 		$6.84M Buy
134,965
+61,439
+84% +$3.08M 1.06% 17
2022
Q4 		$3.64M Buy
+73,526
New +$3.59M 1.12% 13

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Prosperity Capital Advisors's VTEB Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, selling an estimated $168K and leaving 25,330 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #169.

Prosperity Capital Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.79M in Q4 2023. 362 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Prosperity Capital Advisors held 25,330 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.28M as of Q2 2026.
  • Prosperity Capital Advisors sold 3,352 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $168K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Prosperity Capital Advisors's portfolio in Q2 2026, its #169 holding.
  • Prosperity Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.79M in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.