Freedom Investment Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Freedom Investment 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	$1.44M	Sell	14,309 -249	-2%	-$25K	0.4%	32
2026 Q1	$1.45M	Buy	14,558 +79	+0.5%	+$8.01K	0.43%	30
2025 Q4	$1.46M	Buy	14,479 +125	+0.9%	+$12.6K	0.42%	28
2025 Q3	$1.44M	Buy	14,354 +95	+0.7%	+$9.4K	0.38%	33
2025 Q2	$1.41M	Buy	14,259 +101	+0.7%	+$9.89K	0.11%	162
2025 Q1	$1.4M	Buy	14,158 +424	+3%	+$42.2K	0.12%	158
2024 Q4	$1.37M	Buy	13,734 +26	+0.2%	+$2.6K	0.11%	168
2024 Q3	$1.39M	Buy	13,708 +29	+0.2%	+$2.91K	0.11%	169
2024 Q2	$1.36M	Buy	13,679 +20	+0.1%	+$1.99K	0.11%	174
2024 Q1	$1.37M	Buy	+13,659	New	+$1.37M	0.11%	176

Other funds holding VTEI

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Freedom Investment Management's VTEI Position: Q2 2026 in Review

Freedom Investment Management reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 1.7% in Q2 2026, selling an estimated $25K and leaving 14,309 shares worth $1.44M. The position accounts for 0.4% of the portfolio, ranked #32.

Freedom Investment Management first reported a position in VTEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.46M in Q4 2025. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Freedom Investment Management held 14,309 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.44M as of Q2 2026.
Freedom Investment Management sold 249 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $25K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.4% of Freedom Investment Management's portfolio in Q2 2026, its #32 holding.
Freedom Investment Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
Freedom Investment Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.46M in Q4 2025.
174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.