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
Q2 		$1.77M Buy
17,494
+5,423
+45% +$545K 0.01% 525
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 $1.43B AUM 23.44% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Envestnet Portfolio Solutions's VTEI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 45% in Q2 2026, buying an estimated $545K and bringing the position to 17,494 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #525.

Envestnet Portfolio Solutions first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Envestnet Portfolio Solutions held 17,494 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.77M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 5,423 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $545K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #525 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.