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
Q2 		$464K Buy
4,593
+211
+5% +$21.2K ﹤0.01% 2277
2026
Q1 		$438K Buy
4,382
+1,421
+48% +$144K ﹤0.01% 2102
2025
Q4 		$299K Buy
2,961
+22
+0.7% +$2.22K ﹤0.01% 2178
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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Corient Private Wealth's VTEI Position: Q2 2026 in Review

Corient Private Wealth increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 4.8% in Q2 2026, buying an estimated $21.2K and bringing the position to 4,593 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Corient Private Wealth first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Corient Private Wealth held 4,593 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $464K as of Q2 2026.
  • Corient Private Wealth bought 211 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $21.2K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2277 holding.
  • Corient Private Wealth first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.