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

Maia 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
Q4 		– Sell
-6,525
Closed -$658K – 373
2025
Q3 		$658K Sell
6,525
-336
-5% -$33.2K 0.11% 182
2025
Q2 		$676K Buy
6,861
+739
+12% +$72.3K 0.13% 165
2025
Q1 		$596K Buy
6,122
+208
+4% +$20.7K 0.14% 161
2024
Q4 		$590K Buy
+5,914
New +$592K 0.13% 151

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Maia Wealth's VTEI Position: Q4 2025 in Review

Maia Wealth sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q4 2025, closing a stake of 6,525 shares — an estimated $658K sold.

Maia Wealth first reported a position in VTEI in Q4 2024 and held it in 4 quarters. The position peaked at $676K in Q2 2025. 141 funds tracked by Wall St. Rank hold VTEI as of Q4 2025.

  • Maia Wealth reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Maia Wealth sold 6,525 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $658K.
  • Maia Wealth first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 4 quarters.
  • Maia Wealth's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $676K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on Maia Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.