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Christine Messmer PC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Christine Messmer PC’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 		$4.09M Buy
80,925
+14,089
+21% +$708K 2.31% 12
2026
Q1 		$3.33M Sell
66,836
-1,433
-2% -$72.4K 2.13% 12
2025
Q4 		$3.43M Buy
+68,269
New +$3.44M 2.24% 12

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

Christine Messmer PC's VTEB Position: Q2 2026 in Review

Christine Messmer PC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 21% in Q2 2026, buying an estimated $708K and bringing the position to 80,925 shares worth $4.09M. The position accounts for 2.31% of the portfolio, ranked #12.

Christine Messmer PC first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 1,399 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Christine Messmer PC held 80,925 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.09M as of Q2 2026.
  • Christine Messmer PC bought 14,089 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $708K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.31% of Christine Messmer PC's portfolio in Q2 2026, its #12 holding.
  • Christine Messmer PC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 1,399 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Christine Messmer PC's 13F filing for Q2 2026, filed 23 Jul 2026.