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 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 $1.43B AUM 23.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

IFG Advisory's VTEI Position: Q2 2026 in Review

IFG Advisory opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026: 4,705 shares worth $475K. The stake represents 0.02% of the portfolio and ranks #627 among its holdings. This is a return to the name: IFG Advisory previously reported a position in VTEI as recently as Q4 2025.

IFG Advisory first reported a position in VTEI in Q4 2024 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

IFG Advisory held 4,705 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $475K as of Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new IFG Advisory position in Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #627 holding.
IFG Advisory first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.