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CFS Investment Advisory Services’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

CFS Investment Advisory Services’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
Q2 		$845K Buy
+8,377
New +$842K 0.06% 209

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

CFS Investment Advisory Services's VTEI Position: Q2 2026 in Review

CFS Investment Advisory Services opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026: 8,377 shares worth $845K. The stake represents 0.06% of the portfolio and ranks #209 among its holdings.

45 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • CFS Investment Advisory Services held 8,377 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $845K as of Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new CFS Investment Advisory Services position in Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.06% of CFS Investment Advisory Services's portfolio in Q2 2026, its #209 holding.
  • 45 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.