FIM
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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
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

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 $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Freedom Investment Management's VTEI Position: Q1 2026 in Review

Freedom Investment Management increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.55% in Q1 2026, buying an estimated $8.01K and bringing the position to 14,558 shares worth $1.45M. The position accounts for 0.43% of the portfolio, ranked #30.

Freedom Investment Management first reported a position in VTEI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q4 2025. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Freedom Investment Management held 14,558 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.45M as of Q1 2026.
  • Freedom Investment Management bought 79 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $8.01K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.43% of Freedom Investment Management's portfolio in Q1 2026, its #30 holding.
  • Freedom Investment Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Freedom Investment Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.46M in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.