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Cassilly Financial Group’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Cassilly Financial Group’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 		$2.09M Buy
+21,927
New +$2.16M 1.4% 19

Other funds holding VTEI

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cassilly Financial Group's VTEI Position: Q3 2026 in Review

Cassilly Financial Group opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q3 2026: 21,927 shares worth $2.09M. The stake represents 1.4% of the portfolio and ranks #19 among its holdings.

14 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

  • Cassilly Financial Group held 21,927 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $2.09M as of Q3 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Cassilly Financial Group position in Q3 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 1.4% of Cassilly Financial Group's portfolio in Q3 2026, its #19 holding.
  • 14 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.