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Bryn Mawr Capital Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Bryn Mawr Capital Management’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 		$1.09M Buy
10,872
+195
+2% +$19.8K 0.05% 210
2025
Q4 		$1.08M Hold
10,677
– – 0.05% 206
2025
Q3 		$1.07M Hold
10,677
– – 0.05% 206
2025
Q2 		$1.05M Buy
10,677
+7,677
+256% +$751K 0.06% 198
2025
Q1 		$296K Buy
+3,000
New +$299K 0.02% 325

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

Bryn Mawr Capital Management's VTEI Position: Q1 2026 in Review

Bryn Mawr Capital Management increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 1.8% in Q1 2026, buying an estimated $19.8K and bringing the position to 10,872 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #210.

Bryn Mawr Capital Management first reported a position in VTEI in Q1 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Bryn Mawr Capital Management held 10,872 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.09M as of Q1 2026.
  • Bryn Mawr Capital Management bought 195 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $19.8K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.05% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #210 holding.
  • Bryn Mawr Capital Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.