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Magnolia Private Wealth’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Magnolia Private Wealth’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
2025
Q2 		– Sell
-5,050
Closed -$499K – 117
2025
Q1 		$499K Hold
5,050
– – 0.41% 55
2024
Q4 		$502K Buy
+5,050
New +$505K 0.43% 56

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Magnolia Private Wealth's VTEI Position: Q2 2025 in Review

Magnolia Private Wealth sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2025, closing a stake of 5,050 shares — an estimated $499K sold.

Magnolia Private Wealth first reported a position in VTEI in Q4 2024 and held it in 2 quarters. The position peaked at $502K in Q4 2024. 87 funds tracked by Wall St. Rank hold VTEI as of Q2 2025.

  • Magnolia Private Wealth reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 5,050 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2025, an estimated $499K.
  • Magnolia Private Wealth first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 2 quarters.
  • Magnolia Private Wealth's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $502K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2025.

Based on Magnolia Private Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.