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

Integrated Advisors Network’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	$446K	Sell	4,680 -335	-7%	-$33.1K	0.02%	494
2026 Q2	$506K	Buy	+5,015	New	+$504K	0.02%	459
2025 Q4	–	Sell	-4,109	Closed	-$412K	–	812
2025 Q3	$412K	Buy	+4,109	New	+$407K	0.02%	552
2025 Q2	–	Sell	-4,148	Closed	-$410K	–	805
2025 Q1	$410K	Buy	+4,148	New	+$413K	0.02%	512

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

Integrated Advisors Network's VTEI Position: Q3 2026 in Review

Integrated Advisors Network reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 6.7% in Q3 2026, selling an estimated $33.1K and leaving 4,680 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #494.

Integrated Advisors Network first reported a position in VTEI in Q1 2025 and has held it in 4 quarters since. The position peaked at $506K in Q2 2026. 112 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

Integrated Advisors Network held 4,680 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $446K as of Q3 2026.
Integrated Advisors Network sold 335 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $33.1K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #494 holding.
Integrated Advisors Network first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 4 quarters since.
Integrated Advisors Network's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $506K in Q2 2026.
112 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.