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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
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

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 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 $3.64B AUM 14.73% 1-Year Est. Return

Graney & King's VTEI Position: Q1 2026 in Review

Graney & King increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.59% in Q1 2026, buying an estimated $304 and bringing the position to 508 shares worth $50.8K. The position accounts for 0.03% of the portfolio, ranked #146.

Graney & King first reported a position in VTEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $51K in Q4 2025. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Graney & King held 508 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $50.8K as of Q1 2026.
  • Graney & King bought 3 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $304.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.03% of Graney & King's portfolio in Q1 2026, its #146 holding.
  • Graney & King first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Graney & King's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $51K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.