Mariner
VTEI icon

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

Mariner’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 		$2.27M Sell
22,470
-784
-3% -$78.8K ﹤0.01% 1414
2026
Q1 		$2.32M Buy
23,254
+5,513
+31% +$559K ﹤0.01% 1453
2025
Q4 		$1.79M Buy
17,741
+1,737
+11% +$175K ﹤0.01% 1566
2025
Q3 		$1.61M Buy
16,004
+326
+2% +$32.3K ﹤0.01% 1569
2025
Q2 		$1.55M Buy
15,678
+6,453
+70% +$632K ﹤0.01% 1498
2025
Q1 		$912K Sell
9,225
-138
-1% -$13.7K ﹤0.01% 1752
2024
Q4 		$931K Buy
+9,363
New +$937K ﹤0.01% 1715

Other funds holding VTEI

UA
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

Mariner's VTEI Position: Q2 2026 in Review

Mariner reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 3.4% in Q2 2026, selling an estimated $78.8K and leaving 22,470 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Mariner first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q1 2026. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Mariner held 22,470 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $2.27M as of Q2 2026.
  • Mariner sold 784 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $78.8K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1414 holding.
  • Mariner first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Mariner's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $2.32M in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.