Crews Bank & Trust’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Crews Bank & Trust’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	$557K	Hold	5,515	–	–	0.07%	142
2026 Q1	$551K	Hold	5,515	–	–	0.08%	138
2025 Q4	$556K	Buy	5,515 +1,165	+27%	+$117K	0.08%	138
2025 Q3	$436K	Hold	4,350	–	–	0.06%	155
2025 Q2	$429K	Buy	4,350 +660	+18%	+$64.6K	0.07%	155
2025 Q1	$365K	Buy	3,690 +2,290	+164%	+$228K	0.06%	162
2024 Q4	$139K	Buy	+1,400	New	+$140K	0.02%	239

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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Crews Bank & Trust's VTEI Position: Q2 2026 in Review

Crews Bank & Trust held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q2 2026 at 5,515 shares worth $557K. The position accounts for 0.07% of the portfolio, ranked #142.

Crews Bank & Trust first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Crews Bank & Trust held 5,515 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $557K as of Q2 2026.
Crews Bank & Trust left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.07% of Crews Bank & Trust's portfolio in Q2 2026, its #142 holding.
Crews Bank & Trust first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
31 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.