Avidian Wealth Enterprises’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Avidian Wealth Enterprises’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 Q3	$395K	Sell	4,146 -10,167	-71%	-$1M	0.01%	539
2026 Q2	$1.45M	Buy	+14,313	New	+$1.44M	0.04%	259

Other funds holding VTEI

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avidian Wealth Enterprises's VTEI Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 71% in Q3 2026, selling an estimated $1M and leaving 4,146 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #539.

Avidian Wealth Enterprises first reported a position in VTEI in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.45M in Q2 2026. 26 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

Avidian Wealth Enterprises held 4,146 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $395K as of Q3 2026.
Avidian Wealth Enterprises sold 10,167 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1M.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #539 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
Avidian Wealth Enterprises's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.45M in Q2 2026.
26 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.