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Clearstead Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Clearstead Advisors’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 		$1.12M Hold
11,084
– – 0.01% 521
2026
Q1 		$1.11M Sell
11,084
-500
-4% -$50.7K 0.01% 493
2025
Q4 		$1.17M Buy
11,584
+993
+9% +$100K 0.01% 432
2025
Q3 		$1.06M Buy
10,591
+1,013
+11% +$100K 0.01% 446
2025
Q2 		$944K Buy
+9,578
New +$938K 0.01% 460

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Clearstead Advisors's VTEI Position: Q2 2026 in Review

Clearstead Advisors held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q2 2026 at 11,084 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #521.

Clearstead Advisors first reported a position in VTEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2025. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Clearstead Advisors held 11,084 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.12M as of Q2 2026.
  • Clearstead Advisors left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #521 holding.
  • Clearstead Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.17M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.