Envestnet Asset Management
VTEI icon

Envestnet Asset Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Envestnet Asset Management’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 		$38.7M Buy
383,067
+37,076
+11% +$3.73M 0.01% 1007
2026
Q1 		$34.6M Buy
345,991
+37,332
+12% +$3.79M 0.01% 997
2025
Q4 		$31.1M Sell
308,659
-14,220
-4% -$1.43M 0.01% 983
2025
Q3 		$32.4M Buy
322,879
+31,757
+11% +$3.14M 0.01% 996
2025
Q2 		$28.7M Buy
291,122
+32,852
+13% +$3.22M 0.01% 1029
2025
Q1 		$25.5M Buy
258,270
+210,184
+437% +$20.9M 0.01% 1040
2024
Q4 		$4.78M Buy
+48,086
New +$4.81M ﹤0.01% 2128

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
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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Envestnet Asset Management's VTEI Position: Q2 2026 in Review

Envestnet Asset Management increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 11% in Q2 2026, buying an estimated $3.73M and bringing the position to 383,067 shares worth $38.7M. The position accounts for 0.01% of the portfolio, ranked #1007.

Envestnet Asset Management first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Envestnet Asset Management held 383,067 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $38.7M as of Q2 2026.
  • Envestnet Asset Management bought 37,076 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $3.73M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1007 holding.
  • Envestnet Asset Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.