Kestra Private Wealth Services’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Kestra Private Wealth Services’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	$1.02M	Buy	10,133 +1,797	+22%	+$181K	0.01%	886
2026 Q1	$833K	Buy	8,336 +4,469	+116%	+$453K	0.01%	931
2025 Q4	$390K	Buy	3,867 +422	+12%	+$42.5K	﹤0.01%	1301
2025 Q3	$346K	Sell	3,445 -601	-15%	-$59.5K	﹤0.01%	1288
2025 Q2	$399K	Buy	4,046 +20	+0.5%	+$1.96K	0.01%	1135
2025 Q1	$398K	Buy	4,026 +172	+4%	+$17.1K	0.01%	1072
2024 Q4	$383K	Buy	3,854 +862	+29%	+$86.3K	0.01%	1045
2024 Q3	$303K	Buy	2,992 +803	+37%	+$80.6K	0.01%	1082
2024 Q2	$218K	Buy	+2,189	New	+$217K	﹤0.01%	1202

Other funds holding VTEI

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Kestra Private Wealth Services's VTEI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 22% in Q2 2026, buying an estimated $181K and bringing the position to 10,133 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #886.

Kestra Private Wealth Services first reported a position in VTEI in Q2 2024 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Kestra Private Wealth Services held 10,133 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.02M as of Q2 2026.
Kestra Private Wealth Services bought 1,797 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $181K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #886 holding.
Kestra Private Wealth Services first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.