Prosperity Capital Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Prosperity Capital Advisors’s Portfolio VTEI Stock Details VTEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.5M	Buy	57,680 +1,707	+3%	+$168K	0.27%	68
2026 Q2	$5.65M	Buy	55,973 +3,235	+6%	+$325K	0.28%	67
2026 Q1	$5.27M	Buy	52,738 +15,497	+42%	+$1.57M	0.3%	68
2025 Q4	$3.76M	Buy	37,241 +3,438	+10%	+$346K	0.22%	82
2025 Q3	$3.39M	Buy	33,803 +4,572	+16%	+$452K	0.2%	82
2025 Q2	$2.88M	Buy	29,231 +3,467	+13%	+$339K	0.19%	91
2025 Q1	$2.55M	Buy	25,764 +21,588	+517%	+$2.15M	0.2%	81
2024 Q4	$415K	Buy	+4,176	New	+$418K	0.03%	240

Other funds holding VTEI

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Prosperity Capital Advisors's VTEI Position: Q3 2026 in Review

Prosperity Capital Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 3% in Q3 2026, buying an estimated $168K and bringing the position to 57,680 shares worth $5.5M. The position accounts for 0.27% of the portfolio, ranked #68.

Prosperity Capital Advisors first reported a position in VTEI in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.65M in Q2 2026. 26 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

Prosperity Capital Advisors held 57,680 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $5.5M as of Q3 2026.
Prosperity Capital Advisors bought 1,707 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $168K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.27% of Prosperity Capital Advisors's portfolio in Q3 2026, its #68 holding.
Prosperity Capital Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 8 quarters since.
Prosperity Capital Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $5.65M in Q2 2026.
26 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.