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Atria Investments’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Atria Investments’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 		$6.32M Buy
63,287
+9,245
+17% +$937K 0.07% 305
2025
Q4 		$5.45M Sell
54,042
-1,815
-3% -$183K 0.06% 353
2025
Q3 		$5.6M Buy
55,857
+7,374
+15% +$730K 0.06% 350
2025
Q2 		$4.78M Buy
48,483
+4,562
+10% +$447K 0.06% 394
2025
Q1 		$4.34M Buy
43,921
+22,288
+103% +$2.22M 0.06% 417
2024
Q4 		$2.15M Buy
21,633
+12,991
+150% +$1.3M 0.03% 653
2024
Q3 		$874K Buy
+8,642
New +$867K 0.01% 1040

Other funds holding VTEI

UA
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
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