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Beacon Harbor Wealth Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Beacon Harbor Wealth Advisors’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
2025
Q4 		– Sell
-2,000
Closed -$201K – 85
2025
Q3 		$201K Buy
+2,000
New +$198K 0.05% 68

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Harbor Wealth Advisors's VTEI Position: Q4 2025 in Review

Beacon Harbor Wealth Advisors sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q4 2025, closing a stake of 2,000 shares — an estimated $201K sold.

Beacon Harbor Wealth Advisors first reported a position in VTEI in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 142 funds tracked by Wall St. Rank hold VTEI as of Q4 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 2,000 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $201K.
  • Beacon Harbor Wealth Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $201K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.