HWM
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Hassell Wealth Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Hassell Wealth 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 		$5.32M Buy
52,922
+38,926
+278% +$3.91M 1.63% 13
2026
Q1 		$1.4M Buy
+13,996
New +$1.42M 0.47% 20

Other funds holding VTEI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Hassell Wealth Management's VTEI Position: Q2 2026 in Review

Hassell Wealth Management increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 278% in Q2 2026, buying an estimated $3.91M and bringing the position to 52,922 shares worth $5.32M. The position accounts for 1.63% of the portfolio, ranked #13.

Hassell Wealth Management first reported a position in VTEI in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Hassell Wealth Management held 52,922 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $5.32M as of Q2 2026.
  • Hassell Wealth Management bought 38,926 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $3.91M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 1.63% of Hassell Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Hassell Wealth Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.