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Mullaney, Keating & Wright’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Mullaney, Keating & Wright’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 		$285K Buy
2,820
+22
+0.8% +$2.21K 0.14% 61
2026
Q1 		$280K Buy
+2,798
New +$284K 0.15% 58

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

Mullaney, Keating & Wright's VTEI Position: Q2 2026 in Review

Mullaney, Keating & Wright increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.79% in Q2 2026, buying an estimated $2.21K and bringing the position to 2,820 shares worth $285K. The position accounts for 0.14% of the portfolio, ranked #61.

Mullaney, Keating & Wright first reported a position in VTEI in Q1 2026 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Mullaney, Keating & Wright held 2,820 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $285K as of Q2 2026.
  • Mullaney, Keating & Wright bought 22 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.21K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.14% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #61 holding.
  • Mullaney, Keating & Wright first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.