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F.L. Putnam Investment Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

F.L. Putnam Investment Management’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
2025
Q3 		– Sell
-3,968
Closed -$391K – 613
2025
Q2 		$391K Hold
3,968
– – 0.01% 460
2025
Q1 		$392K Buy
+3,968
New +$395K 0.01% 447

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JIC
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

F.L. Putnam Investment Management's VTEI Position: Q3 2025 in Review

F.L. Putnam Investment Management sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q3 2025, closing a stake of 3,968 shares — an estimated $391K sold.

F.L. Putnam Investment Management first reported a position in VTEI in Q1 2025 and held it in 2 quarters. The position peaked at $392K in Q1 2025. 109 funds tracked by Wall St. Rank hold VTEI as of Q3 2025.

  • F.L. Putnam Investment Management reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q3 2025 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 3,968 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2025, an estimated $391K.
  • F.L. Putnam Investment Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and held it in 2 quarters.
  • F.L. Putnam Investment Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $392K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2025, filed 10 Oct 2025.