Cresset Asset Management
VTEI icon

Cresset Asset Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Cresset Asset Management’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 		– Sell
-1,985
Closed -$200K – 1809
2025
Q4 		$200K Buy
+1,985
New +$200K ﹤0.01% 1497
2025
Q2 		– Sell
-2,195
Closed -$217K – 1819
2025
Q1 		$217K Buy
+2,195
New +$218K ﹤0.01% 1487

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Cresset Asset Management's VTEI Position: Q1 2026 in Review

Cresset Asset Management sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026, closing a stake of 1,985 shares — an estimated $200K sold.

Cresset Asset Management first reported a position in VTEI in Q1 2025 and held it in 2 quarters. The position peaked at $217K in Q1 2025. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Cresset Asset Management reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cresset Asset Management sold 1,985 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $200K.
  • Cresset Asset Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and held it in 2 quarters.
  • Cresset Asset Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $217K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.