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Mitchell McLeod Pugh & Williams’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$1.38M Sell
13,767
-1,408
-9% -$143K 0.2% 99
2025
Q4 		$1.55M Buy
15,175
+3,626
+31% +$365K 0.22% 92
2025
Q3 		$1.17M Buy
11,549
+3,241
+39% +$321K 0.19% 101
2025
Q2 		$819K Buy
8,308
+87
+1% +$8.52K 0.15% 135
2025
Q1 		$812K Buy
8,221
+480
+6% +$47.8K 0.17% 126
2024
Q4 		$769K Buy
7,741
+2,387
+45% +$239K 0.16% 126
2024
Q3 		$542K Buy
5,354
+2,907
+119% +$292K 0.11% 166
2024
Q2 		$243K Buy
+2,447
New +$243K 0.06% 235

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

Mitchell McLeod Pugh & Williams's VTEI Position: Q1 2026 in Review

Mitchell McLeod Pugh & Williams reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 9.3% in Q1 2026, selling an estimated $143K and leaving 13,767 shares worth $1.38M. The position accounts for 0.2% of the portfolio, ranked #99.

Mitchell McLeod Pugh & Williams first reported a position in VTEI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q4 2025. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Mitchell McLeod Pugh & Williams held 13,767 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.38M as of Q1 2026.
  • Mitchell McLeod Pugh & Williams sold 1,408 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $143K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.2% of Mitchell McLeod Pugh & Williams's portfolio in Q1 2026, its #99 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Mitchell McLeod Pugh & Williams's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.55M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q1 2026, filed 24 Apr 2026.