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
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 $1.32B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
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

Mariner's VTEI Position: Q1 2026 in Review

Mariner increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 31% in Q1 2026, buying an estimated $559K and bringing the position to 23,254 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Mariner first reported a position in VTEI in Q4 2024 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Mariner held 23,254 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $2.32M as of Q1 2026.
  • Mariner bought 5,513 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $559K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1453 holding.
  • Mariner first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.