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Lakewood Asset Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Lakewood Asset Management’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 		$237K Buy
2,370
+35
+1% +$3.55K 0.15% 96
2025
Q4 		$235K Sell
2,335
-304
-12% -$30.6K 0.14% 94
2025
Q3 		$265K Buy
2,639
+22
+0.8% +$2.18K 0.16% 85
2025
Q2 		$258K Buy
2,617
+17
+0.7% +$1.66K 0.17% 84
2025
Q1 		$257K Buy
2,600
+92
+4% +$9.15K 0.17% 84
2024
Q4 		$249K Buy
2,508
+22
+0.9% +$2.2K 0.17% 100
2024
Q3 		$252K Buy
2,486
+58
+2% +$5.82K 0.17% 103
2024
Q2 		$241K Buy
+2,428
New +$241K 0.17% 103

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 $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

Lakewood Asset Management's VTEI Position: Q1 2026 in Review

Lakewood Asset Management increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 1.5% in Q1 2026, buying an estimated $3.55K and bringing the position to 2,370 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #96.

Lakewood Asset Management first reported a position in VTEI in Q2 2024 and has held it in 8 quarters since. The position peaked at $265K in Q3 2025. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Lakewood Asset Management held 2,370 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $237K as of Q1 2026.
  • Lakewood Asset Management bought 35 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $3.55K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.15% of Lakewood Asset Management's portfolio in Q1 2026, its #96 holding.
  • Lakewood Asset Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Lakewood Asset Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $265K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.