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 Q2	$6.15M	Buy	60,901 +9,056	+17%	+$911K	﹤0.01%	2599
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

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 $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

APP

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

LPL Financial's VTEI Position: Q2 2026 in Review

LPL Financial increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 17% in Q2 2026, buying an estimated $911K and bringing the position to 60,901 shares worth $6.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

LPL Financial first reported a position in VTEI in Q3 2024 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

LPL Financial held 60,901 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $6.15M as of Q2 2026.
LPL Financial bought 9,056 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $911K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2599 holding.
LPL Financial first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.