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

Moser Wealth Advisors’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
Q2 		$113K Buy
1,150
+200
+21% +$19.6K 0.05% 89
2025
Q1 		$93.9K Sell
950
-50
-5% -$4.98K 0.05% 91
2024
Q4 		$99.4K Hold
1,000
– – 0.05% 83
2024
Q3 		$101K Hold
1,000
– – 0.05% 83
2024
Q2 		$99.4K Hold
1,000
– – 0.05% 85
2024
Q1 		$100K Buy
+1,000
New +$101K 0.06% 85

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Moser Wealth Advisors's VTEI Position: Q2 2025 in Review

Moser Wealth Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 21% in Q2 2025, buying an estimated $19.6K and bringing the position to 1,150 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #89.

Moser Wealth Advisors first reported a position in VTEI in Q1 2024 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold VTEI as of Q2 2025.

  • Moser Wealth Advisors held 1,150 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $113K as of Q2 2025.
  • Moser Wealth Advisors bought 200 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2025, an estimated $19.6K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.05% of Moser Wealth Advisors's portfolio in Q2 2025, its #89 holding.
  • Moser Wealth Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.