Genesis Private Wealth’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Genesis Private Wealth’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	Buy	15,964 +152	+1%	+$15K	0.43%	51
2026 Q2	$1.6M	Buy	15,812 +2,068	+15%	+$208K	0.45%	50
2026 Q1	$1.37M	Buy	13,744 +1,091	+9%	+$111K	0.43%	53
2025 Q4	$1.28M	Buy	12,653 +3,875	+44%	+$390K	0.4%	53
2025 Q3	$881K	Buy	8,778 +616	+8%	+$61K	0.37%	42
2025 Q2	$804K	Sell	8,162 -629	-7%	-$61.6K	0.38%	39
2025 Q1	$869K	Sell	8,791 -16	-0.2%	-$1.59K	0.46%	36
2024 Q4	$875K	Buy	+8,807	New	+$881K	0.48%	37

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

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

Hassell Wealth Management Houma, Louisiana $332M AUM 9.53% 1-Year Est. Return

Genesis Private Wealth's VTEI Position: Q3 2026 in Review

Genesis Private Wealth increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.96% in Q3 2026, buying an estimated $15K and bringing the position to 15,964 shares worth $1.52M. The position accounts for 0.43% of the portfolio, ranked #51.

Genesis Private Wealth first reported a position in VTEI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q2 2026. 97 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

Genesis Private Wealth held 15,964 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.52M as of Q3 2026.
Genesis Private Wealth bought 152 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $15K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.43% of Genesis Private Wealth's portfolio in Q3 2026, its #51 holding.
Genesis Private Wealth first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 8 quarters since.
Genesis Private Wealth's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.6M in Q2 2026.
97 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.