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 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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return