Heartwood Wealth Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Heartwood Wealth Advisors’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	$8.22M	Buy	81,425 +8,832	+12%	+$888K	0.64%	34
2026 Q1	$7.25M	Sell	72,593 -18,540	-20%	-$1.88M	0.63%	34
2025 Q4	$9.19M	Sell	91,133 -449	-0.5%	-$45.2K	0.85%	25
2025 Q3	$9.19M	Buy	91,582 +2,106	+2%	+$208K	0.86%	26
2025 Q2	$8.82M	Buy	89,476 +1,274	+1%	+$125K	0.92%	25
2025 Q1	$8.72M	Buy	88,202 +7,747	+10%	+$771K	0.99%	25
2024 Q4	$8M	Buy	80,455 +447	+0.6%	+$44.7K	0.9%	26
2024 Q3	$8.1M	Buy	+80,008	New	+$8.03M	0.9%	27

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Heartwood Wealth Advisors's VTEI Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 12% in Q2 2026, buying an estimated $888K and bringing the position to 81,425 shares worth $8.22M. The position accounts for 0.64% of the portfolio, ranked #34.

Heartwood Wealth Advisors first reported a position in VTEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.19M in Q4 2025. 31 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Heartwood Wealth Advisors held 81,425 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $8.22M as of Q2 2026.
Heartwood Wealth Advisors bought 8,832 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $888K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.64% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Heartwood Wealth Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
Heartwood Wealth Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $9.19M in Q4 2025.
31 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.