NED
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Nancy E. Dempze’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Nancy E. Dempze’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 		$201K Buy
+1,994
New +$201K 0.1% 90
2026
Q1 		– Sell
-1,994
Closed -$201K – 100
2025
Q4 		$201K Buy
+1,994
New +$201K 0.1% 96

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

Nancy E. Dempze's VTEI Position: Q2 2026 in Review

Nancy E. Dempze opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026: 1,994 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings. This is a return to the name: Nancy E. Dempze previously reported a position in VTEI as recently as Q4 2025.

Nancy E. Dempze first reported a position in VTEI in Q4 2025 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Nancy E. Dempze held 1,994 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $201K as of Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Nancy E. Dempze position in Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.1% of Nancy E. Dempze's portfolio in Q2 2026, its #90 holding.
  • Nancy E. Dempze first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 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 Nancy E. Dempze's 13F filing for Q2 2026, filed 13 Aug 2026.