Advisornet Financial’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Advisornet Financial’s Portfolio VTEI Stock Details VTEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.5K	Buy	+295	New	+$29.9K	﹤0.01%	1223

Other funds holding VTEI

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Advisornet Financial's VTEI Position: Q1 2026 in Review

Advisornet Financial opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026: 295 shares worth $29.5K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings.

155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

Advisornet Financial held 295 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $29.5K as of Q1 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Advisornet Financial position in Q1 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1223 holding.
155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.