LPL Financial
VTEI icon

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

LPL Financial’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 		$5.18M Buy
51,845
+7,935
+18% +$805K ﹤0.01% 2588
2025
Q4 		$4.43M Buy
43,910
+4,822
+12% +$486K ﹤0.01% 2635
2025
Q3 		$3.92M Buy
39,088
+10,264
+36% +$1.02M ﹤0.01% 2692
2025
Q2 		$2.84M Buy
28,824
+1,535
+6% +$150K ﹤0.01% 2800
2025
Q1 		$2.7M Buy
27,289
+3,013
+12% +$300K ﹤0.01% 2684
2024
Q4 		$2.41M Buy
24,276
+21,528
+783% +$2.15M ﹤0.01% 2693
2024
Q3 		$278K Buy
+2,748
New +$276K ﹤0.01% 4498

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

LPL Financial's VTEI Position: Q1 2026 in Review

LPL Financial increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 18% in Q1 2026, buying an estimated $805K and bringing the position to 51,845 shares worth $5.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

LPL Financial first reported a position in VTEI in Q3 2024 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • LPL Financial held 51,845 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $5.18M as of Q1 2026.
  • LPL Financial bought 7,935 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $805K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2588 holding.
  • LPL Financial first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.