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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
Q2 		$6.81M Buy
67,449
+4,162
+7% +$419K 0.07% 305
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 $1.43B 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

Atria Investments's VTEI Position: Q2 2026 in Review

Atria Investments increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 6.6% in Q2 2026, buying an estimated $419K and bringing the position to 67,449 shares worth $6.81M. The position accounts for 0.07% of the portfolio, ranked #305.

Atria Investments first reported a position in VTEI in Q3 2024 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Atria Investments held 67,449 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $6.81M as of Q2 2026.
  • Atria Investments bought 4,162 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $419K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.07% of Atria Investments's portfolio in Q2 2026, its #305 holding.
  • Atria Investments first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.