Koesten Hirschmann & Crabtree’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Koesten Hirschmann & Crabtree’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	$300K	Sell	5,940 -1,025	-15%	-$51.5K	0.13%	39
2026 Q1	$347K	Hold	6,965	–	–	0.17%	30
2025 Q4	$350K	Sell	6,965 -10	-0.1%	-$503	0.17%	29
2025 Q3	$349K	Buy	6,975 +2,010	+40%	+$98.8K	0.17%	25
2025 Q2	$243K	Sell	4,965 -1,865	-27%	-$91.1K	0.13%	31
2025 Q1	$339K	Sell	6,830 -2,390	-26%	-$120K	0.19%	26
2024 Q4	$462K	Buy	9,220 +8,570	+1,318%	+$433K	0.27%	22
2024 Q3	$33.2K	Buy	+650	New	+$32.9K	0.02%	96

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

Koesten Hirschmann & Crabtree's VTEB Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q2 2026, selling an estimated $51.5K and leaving 5,940 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #39.

Koesten Hirschmann & Crabtree first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $462K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Koesten Hirschmann & Crabtree held 5,940 shares of Vanguard Tax-Exempt Bond Index Fund worth $300K as of Q2 2026.
Koesten Hirschmann & Crabtree sold 1,025 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $51.5K.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #39 holding.
Koesten Hirschmann & Crabtree first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
Koesten Hirschmann & Crabtree's Vanguard Tax-Exempt Bond Index Fund position peaked at $462K in Q4 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.