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VTEI icon

Frankly Finances’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Frankly Finances’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 		$1.95M Buy
19,295
+4,476
+30% +$450K 1.54% 19
2026
Q1 		$1.48M Buy
14,819
+840
+6% +$85.2K 1.34% 22
2025
Q4 		$1.41M Buy
+13,979
New +$1.41M 1.34% 21

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
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 $103B AUM 28.65% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Frankly Finances's VTEI Position: Q2 2026 in Review

Frankly Finances increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 30% in Q2 2026, buying an estimated $450K and bringing the position to 19,295 shares worth $1.95M. The position accounts for 1.54% of the portfolio, ranked #19.

Frankly Finances first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Frankly Finances held 19,295 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.95M as of Q2 2026.
  • Frankly Finances bought 4,476 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $450K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 1.54% of Frankly Finances's portfolio in Q2 2026, its #19 holding.
  • Frankly Finances first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.