Luminvest Wealth Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Luminvest Wealth 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	$478K	Hold	4,782	–	–	0.12%	34
2025 Q4	$482K	Hold	4,782	–	–	0.13%	34
2025 Q3	$480K	Hold	4,782	–	–	0.16%	30
2025 Q2	$471K	Sell	4,782 -1,816	-28%	-$178K	0.17%	28
2025 Q1	$652K	Hold	6,598	–	–	0.27%	21
2024 Q4	$656K	Buy	6,598 +338	+5%	+$33.8K	0.26%	23
2024 Q3	$632K	Buy	6,260 +4,189	+202%	+$420K	0.26%	24
2024 Q2	$209K	Hold	2,071	–	–	0.1%	32
2024 Q1	$209K	Buy	+2,071	New	+$208K	0.13%	21

Other funds holding VTEI

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Luminvest Wealth Management's VTEI Position: Q1 2026 in Review

Luminvest Wealth Management held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q1 2026 at 4,782 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #34.

Luminvest Wealth Management first reported a position in VTEI in Q1 2024 and has held it in 9 quarters since. The position peaked at $656K in Q4 2024. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

Luminvest Wealth Management held 4,782 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $478K as of Q1 2026.
Luminvest Wealth Management left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.12% of Luminvest Wealth Management's portfolio in Q1 2026, its #34 holding.
Luminvest Wealth Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 9 quarters since.
Luminvest Wealth Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $656K in Q4 2024.
155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.