Midwest Financial Network
VTEI icon

Midwest Financial Network’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Midwest Financial Network’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
Q3 		$626K Buy
6,566
+968
+17% +$95.5K 0.43% 70
2026
Q2 		$565K Buy
5,598
+3,031
+118% +$305K 0.39% 68
2026
Q1 		$257K Buy
+2,567
New +$260K 0.2% 77

Other funds holding VTEI

Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Wescott Financial Advisory Group
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.36B AUM 14.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Midwest Financial Network's VTEI Position: Q3 2026 in Review

Midwest Financial Network increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 17% in Q3 2026, buying an estimated $95.5K and bringing the position to 6,566 shares worth $626K. The position accounts for 0.43% of the portfolio, ranked #70.

Midwest Financial Network first reported a position in VTEI in Q1 2026 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

  • Midwest Financial Network held 6,566 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $626K as of Q3 2026.
  • Midwest Financial Network bought 968 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $95.5K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.43% of Midwest Financial Network's portfolio in Q3 2026, its #70 holding.
  • Midwest Financial Network first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.