D.B. Root & Company’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

D.B. Root & Company’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	$502K	Buy	+5,025	New	+$510K	0.12%	116

Other funds holding VTEI

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

D.B. Root & Company's VTEI Position: Q1 2026 in Review

D.B. Root & Company opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026: 5,025 shares worth $502K. The stake represents 0.12% of the portfolio and ranks #116 among its holdings.

155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

D.B. Root & Company held 5,025 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $502K as of Q1 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new D.B. Root & Company position in Q1 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.12% of D.B. Root & Company's portfolio in Q1 2026, its #116 holding.
155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.