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
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

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UA
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FWCM
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TWIM
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JIC
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HighTower Advisors
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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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return