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AE Wealth Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

AE Wealth Management’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
Q2 		– Sell
-683
Closed -$68.3K – 2795
2026
Q1 		$68.3K Buy
+683
New +$69.3K ﹤0.01% 1890
2025
Q2 		– Sell
-10
Closed -$1K – 2283
2025
Q1 		$1K Hold
10
– – ﹤0.01% 2073
2024
Q4 		$1K Buy
+10
New +$1K ﹤0.01% 2040

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

AE Wealth Management's VTEI Position: Q2 2026 in Review

AE Wealth Management sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026, closing a stake of 683 shares — an estimated $68.3K sold.

AE Wealth Management first reported a position in VTEI in Q4 2024 and held it in 3 quarters. The position peaked at $68.3K in Q1 2026. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • AE Wealth Management reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 683 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $68.3K.
  • AE Wealth Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $68.3K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.