Elser Financial Planning’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Elser Financial Planning’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	$2.01M	Buy	19,952 +12,920	+184%	+$1.3M	0.09%	39
2026 Q1	$703K	Buy	7,032 +24	+0.3%	+$2.43K	0.03%	57
2025 Q4	$707K	Buy	7,008 +522	+8%	+$52.6K	0.51%	28
2025 Q3	$649K	Buy	+6,486	New	+$642K	0.78%	27
2025 Q2	–	Sell	-9,445	Closed	-$933K	–	69
2025 Q1	$933K	Sell	9,445 -365	-4%	-$36.3K	1.29%	18
2024 Q4	$975K	Buy	9,810 +6,278	+178%	+$628K	0.06%	39
2024 Q3	$357K	Buy	+3,532	New	+$354K	0.52%	37

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

Elser Financial Planning's VTEI Position: Q2 2026 in Review

Elser Financial Planning increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 184% in Q2 2026, buying an estimated $1.3M and bringing the position to 19,952 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #39.

Elser Financial Planning first reported a position in VTEI in Q3 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Elser Financial Planning held 19,952 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $2.01M as of Q2 2026.
Elser Financial Planning bought 12,920 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.3M.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.09% of Elser Financial Planning's portfolio in Q2 2026, its #39 holding.
Elser Financial Planning first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.