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Mechanics Bank - Trust Department’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mechanics Bank - Trust Department’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
2025
Q3 		– Sell
-9,000
Closed -$441K – 214
2025
Q2 		$441K Buy
+9,000
New +$440K 0.06% 165

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Morgan Stanley
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Mechanics Bank - Trust Department's VTEB Position: Q3 2025 in Review

Mechanics Bank - Trust Department sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 9,000 shares — an estimated $441K sold.

Mechanics Bank - Trust Department first reported a position in VTEB in Q2 2025 and held it in 1 quarter. The position peaked at $441K in Q2 2025. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Mechanics Bank - Trust Department reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 9,000 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $441K.
  • Mechanics Bank - Trust Department first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and held it in 1 quarter.
  • Mechanics Bank - Trust Department's Vanguard Tax-Exempt Bond Index Fund position peaked at $441K in Q2 2025.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2025, filed 22 Oct 2025.