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

CoreCap 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 Q3	$465K	Hold	4,872	–	–	0.01%	556
2026 Q2	$492K	Buy	4,872 +17	+0.4%	+$1.71K	0.01%	546
2026 Q1	$485K	Hold	4,855	–	–	0.02%	520
2025 Q4	$490K	Buy	4,855 +26	+0.5%	+$2.62K	0.02%	510
2025 Q3	$484K	Buy	4,829 +26	+0.5%	+$2.57K	0.02%	534
2025 Q2	$473K	Buy	4,803 +35	+0.7%	+$3.43K	0.02%	523
2025 Q1	$471K	Buy	+4,768	New	+$474K	0.02%	486

Other funds holding VTEI

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $332M AUM 9.53% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

CoreCap Advisors's VTEI Position: Q3 2026 in Review

CoreCap Advisors held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q3 2026 at 4,872 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #556.

CoreCap Advisors first reported a position in VTEI in Q1 2025 and has held it in 7 quarters since. The position peaked at $492K in Q2 2026. 45 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

CoreCap Advisors held 4,872 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $465K as of Q3 2026.
CoreCap Advisors left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q3 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #556 holding.
CoreCap Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 7 quarters since.
CoreCap Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $492K in Q2 2026.
45 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.