Commonwealth Equity Services
VTEI icon

Commonwealth Equity Services’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Commonwealth Equity 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 		$24.9M Buy
246,117
+11,357
+5% +$1.14M 0.03% 519
2026
Q1 		$23.5M Buy
234,760
+28,889
+14% +$2.93M 0.03% 514
2025
Q4 		$20.8M Buy
205,871
+24,320
+13% +$2.45M 0.03% 545
2025
Q3 		$18.2M Buy
181,551
+10,468
+6% +$1.04M 0.02% 613
2025
Q2 		$16.9M Buy
171,083
+18,272
+12% +$1.79M 0.02% 647
2025
Q1 		$15.1M Buy
152,811
+4,233
+3% +$421K 0.02% 671
2024
Q4 		$14.8M Buy
148,578
+15,425
+12% +$1.54M 0.02% 644
2024
Q3 		$13.5M Buy
133,153
+51,305
+63% +$5.15M 0.02% 681
2024
Q2 		$8.14M Buy
+81,848
New +$8.12M 0.01% 905

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
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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Commonwealth Equity Services's VTEI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 4.8% in Q2 2026, buying an estimated $1.14M and bringing the position to 246,117 shares worth $24.9M. The position accounts for 0.03% of the portfolio, ranked #519.

Commonwealth Equity Services first reported a position in VTEI in Q2 2024 and has held it in 9 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Commonwealth Equity Services held 246,117 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $24.9M as of Q2 2026.
  • Commonwealth Equity Services bought 11,357 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.14M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #519 holding.
  • Commonwealth Equity Services first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.