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Apella Capital’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Apella Capital’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 		$5.59M Sell
55,564
-100
-0.2% -$10.1K 0.08% 157
2026
Q1 		$5.62M Buy
55,664
+3,614
+7% +$366K 0.08% 152
2025
Q4 		$5.25M Buy
+52,050
New +$5.24M 0.1% 129

Other funds holding VTEI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Apella Capital's VTEI Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.18% in Q2 2026, selling an estimated $10.1K and leaving 55,564 shares worth $5.59M. The position accounts for 0.08% of the portfolio, ranked #157.

Apella Capital first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.62M in Q1 2026. 31 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Apella Capital held 55,564 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $5.59M as of Q2 2026.
  • Apella Capital sold 100 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.08% of Apella Capital's portfolio in Q2 2026, its #157 holding.
  • Apella Capital first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $5.62M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.