Integrity Wealth Solutions’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Integrity Wealth Solutions’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	$2.42M	Buy	24,004 +623	+3%	+$62.7K	0.9%	36
2026 Q1	$2.34M	Buy	23,381 +821	+4%	+$83.3K	0.92%	37
2025 Q4	$2.27M	Buy	22,560 +3,316	+17%	+$334K	0.9%	37
2025 Q3	$1.93M	Sell	19,244 -100	-0.5%	-$9.89K	0.86%	35
2025 Q2	$1.91M	Buy	19,344 +12,644	+189%	+$1.24M	0.93%	37
2025 Q1	$662K	Buy	+6,700	New	+$667K	0.36%	59

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

Integrity Wealth Solutions's VTEI Position: Q2 2026 in Review

Integrity Wealth Solutions increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 2.7% in Q2 2026, buying an estimated $62.7K and bringing the position to 24,004 shares worth $2.42M. The position accounts for 0.9% of the portfolio, ranked #36.

Integrity Wealth Solutions first reported a position in VTEI in Q1 2025 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Integrity Wealth Solutions held 24,004 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $2.42M as of Q2 2026.
Integrity Wealth Solutions bought 623 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $62.7K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.9% of Integrity Wealth Solutions's portfolio in Q2 2026, its #36 holding.
Integrity Wealth Solutions first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 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 Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.