FWCM
VTEI icon

Ferguson Wellman Capital Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Ferguson Wellman Capital 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
2026
Q2 		$56.7M Sell
561,581
-18,499
-3% -$1.86M 0.69% 43
2026
Q1 		$58M Buy
+580,080
New +$58.8M 0.79% 34

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Ferguson Wellman Capital Management's VTEI Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 3.2% in Q2 2026, selling an estimated $1.86M and leaving 561,581 shares worth $56.7M. The position accounts for 0.69% of the portfolio, ranked #43.

Ferguson Wellman Capital Management first reported a position in VTEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $58M in Q1 2026. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Ferguson Wellman Capital Management held 561,581 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $56.7M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 18,499 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.86M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.69% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #43 holding.
  • Ferguson Wellman Capital Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Ferguson Wellman Capital Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $58M in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.