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

IFG 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 Q3	$449K	Buy	4,707 +2	+0%	+$197	0.01%	650
2026 Q2	$475K	Buy	+4,705	New	+$473K	0.02%	627
2026 Q1	–	Sell	-4,200	Closed	-$423K	–	902
2025 Q4	$423K	Hold	4,200	–	–	0.02%	546
2025 Q3	$421K	Hold	4,200	–	–	0.02%	538
2025 Q2	$414K	Buy	4,200 +1,300	+45%	+$127K	0.02%	511
2025 Q1	$287K	Buy	2,900 +300	+12%	+$29.9K	0.02%	575
2024 Q4	$258K	Buy	+2,600	New	+$260K	0.01%	571

Other funds holding VTEI

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.36B AUM 14.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

HCM

Hall Capital Management Barrington, Rhode Island $333M AUM 9.85% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return

IFG Advisory's VTEI Position: Q3 2026 in Review

IFG Advisory increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.04% in Q3 2026, buying an estimated $197 and bringing the position to 4,707 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #650.

IFG Advisory first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q2 2026. 112 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

IFG Advisory held 4,707 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $449K as of Q3 2026.
IFG Advisory bought 2 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $197.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #650 holding.
IFG Advisory first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
IFG Advisory's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $475K in Q2 2026.
112 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.