EFS
VTEI icon

Essex Financial Services’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Essex Financial Services’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 		– Sell
-4,011
Closed -$404K – 840
2025
Q4 		$404K Buy
4,011
+1,486
+59% +$150K 0.02% 500
2025
Q3 		$253K Buy
+2,525
New +$250K 0.02% 621

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
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 $103B AUM 28.65% 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 $110B AUM 26.29% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Essex Financial Services's VTEI Position: Q1 2026 in Review

Essex Financial Services sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026, closing a stake of 4,011 shares — an estimated $404K sold.

Essex Financial Services first reported a position in VTEI in Q3 2025 and held it in 2 quarters. The position peaked at $404K in Q4 2025. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Essex Financial Services reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 4,011 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $404K.
  • Essex Financial Services first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and held it in 2 quarters.
  • Essex Financial Services's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $404K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.