JFS Wealth Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

JFS Wealth 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 Q2	$1.08M	Hold	10,715	–	–	0.05%	160
2026 Q1	$1.07M	Buy	10,715 +1,960	+22%	+$199K	0.06%	158
2025 Q4	$883K	Buy	8,755 +3,180	+57%	+$320K	0.05%	167
2025 Q3	$559K	Buy	+5,575	New	+$552K	0.03%	220
2025 Q2	–	Sell	-4,195	Closed	-$415K	–	1978
2025 Q1	$415K	Buy	4,195 +1,000	+31%	+$99.5K	0.03%	214
2024 Q4	$318K	Buy	3,195 +1,945	+156%	+$195K	0.02%	245
2024 Q3	$126K	Buy	+1,250	New	+$125K	0.01%	337

Other funds holding VTEI

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return