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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
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

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 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 $71.6B AUM 21.08% 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 $3.64B AUM 14.73% 1-Year Est. Return

Kestra Private Wealth Services's VTEI Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 116% in Q1 2026, buying an estimated $453K and bringing the position to 8,336 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #931.

Kestra Private Wealth Services first reported a position in VTEI in Q2 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Kestra Private Wealth Services held 8,336 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $833K as of Q1 2026.
  • Kestra Private Wealth Services bought 4,469 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $453K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #931 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 8 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.