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Farther Finance Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Farther Finance 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 		$1.15M Buy
11,478
+2,466
+27% +$250K 0.01% 884
2025
Q4 		$909K Sell
9,012
-1,231
-12% -$124K 0.01% 937
2025
Q3 		$1.03M Buy
+10,243
New +$1.01M 0.02% 712

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TWIM
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
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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Farther Finance Advisors's VTEI Position: Q1 2026 in Review

Farther Finance Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 27% in Q1 2026, buying an estimated $250K and bringing the position to 11,478 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #884.

Farther Finance Advisors first reported a position in VTEI in Q3 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Farther Finance Advisors held 11,478 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.15M as of Q1 2026.
  • Farther Finance Advisors bought 2,466 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $250K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #884 holding.
  • Farther Finance Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.