Jones Financial Companies
VTEI icon

Jones Financial Companies’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Jones Financial Companies’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 		$4.87M Buy
48,871
+9,963
+26% +$1.01M ﹤0.01% 1084
2025
Q4 		$3.92M Buy
38,908
+22,154
+132% +$2.23M ﹤0.01% 712
2025
Q3 		$1.68M Buy
16,754
+15,205
+982% +$1.5M ﹤0.01% 919
2025
Q2 		$152K Buy
+1,549
New +$152K ﹤0.01% 1767

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 $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Jones Financial Companies's VTEI Position: Q1 2026 in Review

Jones Financial Companies increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 26% in Q1 2026, buying an estimated $1.01M and bringing the position to 48,871 shares worth $4.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Jones Financial Companies first reported a position in VTEI in Q2 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Jones Financial Companies held 48,871 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $4.87M as of Q1 2026.
  • Jones Financial Companies bought 9,963 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.01M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1084 holding.
  • Jones Financial Companies first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.