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Ashton Thomas Private Wealth’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Ashton Thomas Private Wealth’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 		$6.51M Sell
64,478
-1,174
-2% -$118K 0.14% 161
2026
Q1 		$6.56M Buy
65,652
+898
+1% +$91.1K 0.16% 140
2025
Q4 		$6.53M Buy
64,754
+19,874
+44% +$2M 0.16% 140
2025
Q3 		$4.5M Buy
44,880
+10,737
+31% +$1.06M 0.12% 196
2025
Q2 		$3.37M Sell
34,143
-2,254
-6% -$221K 0.12% 191
2025
Q1 		$3.6M Buy
+36,397
New +$3.62M 0.14% 171

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

Ashton Thomas Private Wealth's VTEI Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 1.8% in Q2 2026, selling an estimated $118K and leaving 64,478 shares worth $6.51M. The position accounts for 0.14% of the portfolio, ranked #161.

Ashton Thomas Private Wealth first reported a position in VTEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.56M in Q1 2026. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Ashton Thomas Private Wealth held 64,478 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $6.51M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 1,174 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.14% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #161 holding.
  • Ashton Thomas Private Wealth first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Ashton Thomas Private Wealth's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $6.56M in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.