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

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Frankly Finances Winter Park, Florida $127M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return