AssetMark Inc’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

AssetMark Inc’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	$5.65K	Buy	+56	New	+$5.63K	﹤0.01%	2639

Other funds holding VTEI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

AssetMark Inc's VTEI Position: Q2 2026 in Review

AssetMark Inc opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026: 56 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #2639 among its holdings.

102 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

AssetMark Inc held 56 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $5.65K as of Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new AssetMark Inc position in Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2639 holding.
102 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.