Corient Private Wealth
VTEI icon

Corient Private Wealth’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Corient Private Wealth’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 		$438K Sell
4,382
-1,540
-26% -$156K ﹤0.01% 2102
2025
Q4 		$597K Buy
5,922
+2,983
+101% +$300K ﹤0.01% 2207
2025
Q3 		$295K Buy
2,939
+20
+0.7% +$1.98K ﹤0.01% 2127
2025
Q2 		$288K Buy
2,919
+61
+2% +$5.97K ﹤0.01% 2015
2025
Q1 		$282K Buy
2,858
+8
+0.3% +$796 ﹤0.01% 1888
2024
Q4 		$283K Buy
+2,850
New +$285K ﹤0.01% 1921

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 $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

Corient Private Wealth's VTEI Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 26% in Q1 2026, selling an estimated $156K and leaving 4,382 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Corient Private Wealth first reported a position in VTEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $597K in Q4 2025. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Corient Private Wealth held 4,382 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $438K as of Q1 2026.
  • Corient Private Wealth sold 1,540 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $156K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2102 holding.
  • Corient Private Wealth first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Corient Private Wealth's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $597K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.