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

Prosperity Planning’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	–	Hold	0	–	–	–	50
2026 Q1	–	Hold	0	–	–	–	50
2025 Q4	–	Hold	0	–	–	–	49
2025 Q3	–	Hold	0	–	–	–	49
2025 Q2	–	Hold	0	–	–	–	48
2025 Q1	–	Hold	0	–	–	–	56
2024 Q4	–	Hold	0	–	–	–	59
2024 Q3	–	Sell	-21,069	Closed	-$1.07M	–	59
2024 Q2	$1.06M	Buy	+21,069	New	+$1.05M	0.36%	48
2024 Q1	–	Hold	0	–	–	–	45
2023 Q4	–	Hold	0	–	–	–	46
2023 Q3	–	Hold	0	–	–	–	45
2023 Q2	–	Hold	0	–	–	–	45
2023 Q1	–	Hold	0	–	–	–	43
2022 Q4	–	Hold	0	–	–	–	39
2022 Q3	–	Hold	0	–	–	–	37
2022 Q2	–	Hold	0	–	–	–	38

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prosperity Planning's VTEB Position: Q2 2026 in Review

Prosperity Planning held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 0 shares worth $1.36M. The position accounts for 0.31% of the portfolio, ranked #50.

Prosperity Planning first reported a position in VTEB in Q2 2024 and has held it in 1 quarter since. The position peaked at $1.06M in Q2 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Prosperity Planning held 0 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.36M as of Q2 2026.
Prosperity Planning left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.31% of Prosperity Planning's portfolio in Q2 2026, its #50 holding.
Prosperity Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 1 quarter since.
Prosperity Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.06M in Q2 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.