Cetera Investment Advisers
VTEI icon

Cetera Investment Advisers’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Cetera Investment Advisers’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 		$19.8M Buy
198,090
+10,925
+6% +$1.11M 0.02% 686
2025
Q4 		$18.9M Buy
187,165
+11,890
+7% +$1.2M 0.02% 691
2025
Q3 		$17.6M Buy
175,275
+6,318
+4% +$625K 0.02% 700
2025
Q2 		$16.7M Buy
168,957
+93,194
+123% +$9.12M 0.03% 590
2025
Q1 		$7.49M Buy
75,763
+73,039
+2,681% +$7.27M 0.01% 909
2024
Q4 		$271K Sell
2,724
-1,315
-33% -$132K ﹤0.01% 3191
2024
Q3 		$409K Buy
+4,039
New +$405K ﹤0.01% 2825

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
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

Cetera Investment Advisers's VTEI Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 5.8% in Q1 2026, buying an estimated $1.11M and bringing the position to 198,090 shares worth $19.8M. The position accounts for 0.02% of the portfolio, ranked #686.

Cetera Investment Advisers first reported a position in VTEI in Q3 2024 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Cetera Investment Advisers held 198,090 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $19.8M as of Q1 2026.
  • Cetera Investment Advisers bought 10,925 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.11M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #686 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.