Envestnet Portfolio Solutions
VTEI icon

Envestnet Portfolio Solutions’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$1.21M Buy
12,071
+338
+3% +$34.3K 0.01% 579
2025
Q4 		$1.18M Buy
11,733
+294
+3% +$29.6K ﹤0.01% 704
2025
Q3 		$1.15M Buy
11,439
+2,261
+25% +$224K ﹤0.01% 697
2025
Q2 		$905K Sell
9,178
-119
-1% -$11.6K ﹤0.01% 825
2025
Q1 		$919K Buy
9,297
+6,155
+196% +$613K ﹤0.01% 825
2024
Q4 		$312K Buy
+3,142
New +$314K ﹤0.01% 1487

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Envestnet Portfolio Solutions's VTEI Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 2.9% in Q1 2026, buying an estimated $34.3K and bringing the position to 12,071 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #579.

Envestnet Portfolio Solutions first reported a position in VTEI in Q4 2024 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Envestnet Portfolio Solutions held 12,071 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.21M as of Q1 2026.
  • Envestnet Portfolio Solutions bought 338 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $34.3K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #579 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.