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J.W. Cole Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

J.W. Cole Advisors’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
Q1 		– Sell
-2,094
Closed -$211K – 1503
2025
Q4 		$211K Sell
2,094
-208
-9% -$20.9K 0.01% 1284
2025
Q3 		$231K Buy
+2,302
New +$228K ﹤0.01% 1370

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

J.W. Cole Advisors's VTEI Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026, closing a stake of 2,094 shares — an estimated $211K sold.

J.W. Cole Advisors first reported a position in VTEI in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,094 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $211K.
  • J.W. Cole Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $231K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.