Brown Advisory
VTEI icon

Brown Advisory’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Brown Advisory’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
Q3 		– Sell
-5,000
Closed -$493K – 1426
2025
Q2 		$493K Hold
5,000
– – ﹤0.01% 1015
2025
Q1 		$494K Buy
+5,000
New +$498K ﹤0.01% 985

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Brown Advisory's VTEI Position: Q3 2025 in Review

Brown Advisory sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q3 2025, closing a stake of 5,000 shares — an estimated $493K sold.

Brown Advisory first reported a position in VTEI in Q1 2025 and held it in 2 quarters. The position peaked at $494K in Q1 2025. 109 funds tracked by Wall St. Rank hold VTEI as of Q3 2025.

  • Brown Advisory reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Brown Advisory sold 5,000 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2025, an estimated $493K.
  • Brown Advisory first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and held it in 2 quarters.
  • Brown Advisory's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $494K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2025.

Based on Brown Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.