EWA
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EverSource Wealth Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

EverSource Wealth Advisors’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 		$240K Sell
2,373
-2,022
-46% -$203K 0.01% 918
2026
Q1 		$439K Sell
4,395
-421
-9% -$42.7K 0.01% 656
2025
Q4 		$486K Buy
4,816
+3,191
+196% +$321K 0.02% 553
2025
Q3 		$163K Sell
1,625
-256
-14% -$25.3K 0.01% 1011
2025
Q2 		$185K Sell
1,881
-1,858
-50% -$182K 0.01% 887
2025
Q1 		$370K Sell
3,739
-5,386
-59% -$536K 0.02% 453
2024
Q4 		$907K Buy
+9,125
New +$913K 0.05% 258

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

EverSource Wealth Advisors's VTEI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 46% in Q2 2026, selling an estimated $203K and leaving 2,373 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #918.

EverSource Wealth Advisors first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $907K in Q4 2024. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • EverSource Wealth Advisors held 2,373 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $240K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,022 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #918 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $907K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.