Elevate Wealth Advisory’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Elevate Wealth Advisory’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	$181K	Buy	+1,795	New	+$181K	0.1%	81

Other funds holding VTEI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Elevate Wealth Advisory's VTEI Position: Q2 2026 in Review

Elevate Wealth Advisory opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026: 1,795 shares worth $181K. The stake represents 0.1% of the portfolio and ranks #81 among its holdings.

175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Elevate Wealth Advisory held 1,795 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $181K as of Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Elevate Wealth Advisory position in Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.1% of Elevate Wealth Advisory's portfolio in Q2 2026, its #81 holding.
175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.