NFP
VTEI icon

Narus Financial Partners’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Narus Financial Partners’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 		$202K Buy
+2,000
New +$201K 0.05% 176
2026
Q1 		– Sell
-2,000
Closed -$202K – 170
2025
Q4 		$202K Hold
2,000
– – 0.06% 159
2025
Q3 		$201K Buy
+2,000
New +$198K 0.05% 167

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

Narus Financial Partners's VTEI Position: Q2 2026 in Review

Narus Financial Partners opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026: 2,000 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings. This is a return to the name: Narus Financial Partners previously reported a position in VTEI as recently as Q4 2025.

Narus Financial Partners first reported a position in VTEI in Q3 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Narus Financial Partners held 2,000 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $202K as of Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Narus Financial Partners position in Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.05% of Narus Financial Partners's portfolio in Q2 2026, its #176 holding.
  • Narus Financial Partners first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.