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Cadence Bank’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Cadence Bank’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 		$698K Buy
6,922
+3,463
+100% +$349K 0.04% 201
2025
Q3 		$347K Buy
+3,459
New +$342K 0.02% 270

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 22.96% 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
APP
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

Cadence Bank's VTEI Position: Q4 2025 in Review

Cadence Bank increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 100% in Q4 2025, buying an estimated $349K and bringing the position to 6,922 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #201.

Cadence Bank first reported a position in VTEI in Q3 2025 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold VTEI as of Q4 2025.

  • Cadence Bank held 6,922 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $698K as of Q4 2025.
  • Cadence Bank bought 3,463 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $349K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.04% of Cadence Bank's portfolio in Q4 2025, its #201 holding.
  • Cadence Bank first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.