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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
Q2 		$582K Buy
5,765
+740
+15% +$74.4K 0.12% 110
2026
Q1 		$502K Buy
+5,025
New +$510K 0.12% 116

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

D.B. Root & Company's VTEI Position: Q2 2026 in Review

D.B. Root & Company increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 15% in Q2 2026, buying an estimated $74.4K and bringing the position to 5,765 shares worth $582K. The position accounts for 0.12% of the portfolio, ranked #110.

D.B. Root & Company first reported a position in VTEI in Q1 2026 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • D.B. Root & Company held 5,765 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $582K as of Q2 2026.
  • D.B. Root & Company bought 740 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $74.4K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.12% of D.B. Root & Company's portfolio in Q2 2026, its #110 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 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.