EH
VTEI icon

Equitable Holdings’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Equitable Holdings’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 		$12.8M Sell
126,352
-12,542
-9% -$1.26M 0.08% 238
2026
Q1 		$14M Buy
138,894
+7,560
+6% +$767K 0.09% 216
2025
Q4 		$13.2M Buy
131,334
+13,808
+12% +$1.39M 0.09% 194
2025
Q3 		$11.8M Sell
117,526
-2,389
-2% -$236K 0.09% 196
2025
Q2 		$11.8M Buy
119,915
+31,325
+35% +$3.07M 0.1% 179
2025
Q1 		$8.64M Buy
+88,590
New +$8.82M 0.08% 208

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Equitable Holdings's VTEI Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 9% in Q2 2026, selling an estimated $1.26M and leaving 126,352 shares worth $12.8M. The position accounts for 0.08% of the portfolio, ranked #238.

Equitable Holdings first reported a position in VTEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $14M in Q1 2026. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Equitable Holdings held 126,352 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $12.8M as of Q2 2026.
  • Equitable Holdings sold 12,542 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.26M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.08% of Equitable Holdings's portfolio in Q2 2026, its #238 holding.
  • Equitable Holdings first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Equitable Holdings's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $14M in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.