D.B. Root & Company
VTEI icon

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
Q3 		$392K Sell
4,115
-1,650
-29% -$163K 0.08% 140
2026
Q2 		$582K Buy
5,765
+740
+15% +$74.4K 0.12% 110
2026
Q1 		$502K Buy
+5,025
New +$510K 0.12% 116

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D.B. Root & Company's VTEI Position: Q3 2026 in Review

D.B. Root & Company reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 29% in Q3 2026, selling an estimated $163K and leaving 4,115 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #140.

D.B. Root & Company first reported a position in VTEI in Q1 2026 and has held it in 3 quarters since. The position peaked at $582K in Q2 2026. 153 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

  • D.B. Root & Company held 4,115 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $392K as of Q3 2026.
  • D.B. Root & Company sold 1,650 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $163K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.08% of D.B. Root & Company's portfolio in Q3 2026, its #140 holding.
  • D.B. Root & Company first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • D.B. Root & Company's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $582K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.