HighTower Advisors

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

HighTower 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 Q1	$21.8M	Sell	218,434 -6,223	-3%	-$631K	0.02%	589
2025 Q4	$22.7M	Buy	224,657 +12,392	+6%	+$1.25M	0.02%	569
2025 Q3	$21.3M	Buy	212,265 +1,494	+0.7%	+$148K	0.02%	566
2025 Q2	$20.8M	Buy	+210,771	New	+$20.6M	0.03%	553

Other funds holding VTEI

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.02B AUM 21.81% 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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return