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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
Q3 		– Hold
0
– – – 52
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Prosperity Planning's VTEB Position: Q3 2026 in Review

Prosperity Planning held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 0 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #52.

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. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Prosperity Planning held 0 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.34M as of Q3 2026.
  • Prosperity Planning left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.3% of Prosperity Planning's portfolio in Q3 2026, its #52 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.
  • 88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.