DiNuzzo Private Wealth’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

DiNuzzo Private Wealth’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	–	Sell	-878	Closed	-$87.7K	–	1381
2026 Q1	$87.7K	Buy	878 +50	+6%	+$5.07K	0.01%	107
2025 Q4	$83.5K	Buy	828 +99	+14%	+$9.97K	0.01%	111
2025 Q3	$72.1K	Hold	729	–	–	0.01%	117
2025 Q2	$71.9K	Buy	729 +253	+53%	+$24.8K	0.01%	116
2025 Q1	$47.1K	Buy	476 +50	+12%	+$4.98K	0.01%	125
2024 Q4	$42.3K	Buy	+426	New	+$42.6K	0.01%	129

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

DiNuzzo Private Wealth's VTEI Position: Q2 2026 in Review

DiNuzzo Private Wealth sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026, closing a stake of 878 shares — an estimated $87.7K sold.

DiNuzzo Private Wealth first reported a position in VTEI in Q4 2024 and held it in 6 quarters. The position peaked at $87.7K in Q1 2026. 31 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

DiNuzzo Private Wealth reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
DiNuzzo Private Wealth sold 878 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $87.7K.
DiNuzzo Private Wealth first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 6 quarters.
DiNuzzo Private Wealth's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $87.7K in Q1 2026.
31 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.