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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
Q3 		$1.38M Buy
14,521
+545
+4% +$53.8K 0.01% 958
2026
Q2 		$1.41M Buy
13,976
+2,498
+22% +$251K 0.01% 906
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors's VTEI Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 3.9% in Q3 2026, buying an estimated $53.8K and bringing the position to 14,521 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #958.

Farther Finance Advisors first reported a position in VTEI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q2 2026. 17 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

  • Farther Finance Advisors held 14,521 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.38M as of Q3 2026.
  • Farther Finance Advisors bought 545 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $53.8K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #958 holding.
  • Farther Finance Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.41M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.