Graney & King’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Graney & King’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	$51.7K	Buy	512 +4	+0.8%	+$402	0.02%	160
2026 Q1	$50.8K	Buy	508 +3	+0.6%	+$304	0.03%	146
2025 Q4	$51K	Buy	505 +5	+1%	+$504	0.03%	138
2025 Q3	$50.2K	Buy	500 +4	+0.8%	+$396	0.03%	133
2025 Q2	$48.9K	Buy	496 +2	+0.4%	+$196	0.03%	130
2025 Q1	$48.8K	Hold	494	–	–	0.04%	122
2024 Q4	$49.1K	Buy	+494	New	+$49.4K	0.04%	125

Other funds holding VTEI

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 Chicago, Illinois $424B AUM 22.96% 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

APP

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

Graney & King's VTEI Position: Q2 2026 in Review

Graney & King increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.79% in Q2 2026, buying an estimated $402 and bringing the position to 512 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #160.

Graney & King first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Graney & King held 512 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $51.7K as of Q2 2026.
Graney & King bought 4 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $402.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.02% of Graney & King's portfolio in Q2 2026, its #160 holding.
Graney & King first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.