Financial Management Network’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Financial Management Network’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	$1.52M	Sell	15,931 -710	-4%	-$70.1K	0.22%	71
2026 Q2	$1.67M	Buy	16,641 +362	+2%	+$36.4K	0.24%	70
2026 Q1	$1.64M	Buy	16,279 +3,746	+30%	+$380K	0.25%	65
2025 Q4	$1.26M	Buy	12,533 +840	+7%	+$84.6K	0.2%	71
2025 Q3	$1.17M	Buy	11,693 +1,146	+11%	+$113K	0.19%	74
2025 Q2	$1.04M	Buy	10,547 +2,183	+26%	+$214K	0.19%	77
2025 Q1	$820K	Buy	8,364 +1,611	+24%	+$160K	0.18%	77
2024 Q4	$672K	Buy	6,753 +3,239	+92%	+$324K	0.14%	91
2024 Q3	$354K	Buy	+3,514	New	+$353K	0.07%	131

Other funds holding VTEI

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Financial Management Network's VTEI Position: Q3 2026 in Review

Financial Management Network reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 4.3% in Q3 2026, selling an estimated $70.1K and leaving 15,931 shares worth $1.52M. The position accounts for 0.22% of the portfolio, ranked #71.

Financial Management Network first reported a position in VTEI in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.67M in Q2 2026. 103 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

Financial Management Network held 15,931 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.52M as of Q3 2026.
Financial Management Network sold 710 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $70.1K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.22% of Financial Management Network's portfolio in Q3 2026, its #71 holding.
Financial Management Network first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 9 quarters since.
Financial Management Network's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.67M in Q2 2026.
103 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.