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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Frankly Finances Winter Park, Florida $127M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CoreCap Advisors's VTEI Position: Q2 2026 in Review

CoreCap Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.35% in Q2 2026, buying an estimated $1.71K and bringing the position to 4,872 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #546.

CoreCap Advisors first reported a position in VTEI in Q1 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

CoreCap Advisors held 4,872 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $492K as of Q2 2026.
CoreCap Advisors bought 17 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.71K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #546 holding.
CoreCap Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.