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

Atomi Financial Group’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	$638K	Buy	+6,382	New	+$647K	0.02%	620

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

Atomi Financial Group's VTEI Position: Q1 2026 in Review

Atomi Financial Group opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026: 6,382 shares worth $638K. The stake represents 0.02% of the portfolio and ranks #620 among its holdings.

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

Atomi Financial Group held 6,382 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $638K as of Q1 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Atomi Financial Group position in Q1 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #620 holding.
155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.