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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 – 1977
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

UA
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cetera Investment Advisers
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

JFS Wealth Advisors's VTEI Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q2 2026 at 10,715 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #160.

JFS Wealth Advisors first reported a position in VTEI in Q3 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • JFS Wealth Advisors held 10,715 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.08M as of Q2 2026.
  • JFS Wealth Advisors left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.