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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
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 $1.32B 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Clearstead Advisors's VTEI Position: Q1 2026 in Review

Clearstead Advisors reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 4.3% in Q1 2026, selling an estimated $50.7K and leaving 11,084 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #493.

Clearstead Advisors first reported a position in VTEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q4 2025. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Clearstead Advisors held 11,084 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.11M as of Q1 2026.
  • Clearstead Advisors sold 500 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $50.7K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #493 holding.
  • Clearstead Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.17M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.