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IAM Advisory’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

IAM Advisory’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 		$1.03M Buy
10,155
+123
+1% +$12.4K 0.2% 63
2026
Q1 		$1M Buy
10,032
+446
+5% +$45.2K 0.22% 62
2025
Q4 		$967K Buy
+9,586
New +$965K 0.21% 60

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

IAM Advisory's VTEI Position: Q2 2026 in Review

IAM Advisory increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 1.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 10,155 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #63.

IAM Advisory first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • IAM Advisory held 10,155 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.03M as of Q2 2026.
  • IAM Advisory bought 123 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $12.4K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.2% of IAM Advisory's portfolio in Q2 2026, its #63 holding.
  • IAM Advisory first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.