NWAG
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Net Worth Advisory Group’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Net Worth Advisory Group’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 		$203K Sell
2,009
-116
-5% -$11.7K 0.05% 393
2026
Q1 		$212K Buy
2,125
+56
+3% +$5.68K 0.04% 397
2025
Q4 		$209K Buy
+2,069
New +$208K 0.04% 425

Other funds holding VTEI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Net Worth Advisory Group's VTEI Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 5.5% in Q2 2026, selling an estimated $11.7K and leaving 2,009 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #393.

Net Worth Advisory Group first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $212K in Q1 2026. 34 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Net Worth Advisory Group held 2,009 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $203K as of Q2 2026.
  • Net Worth Advisory Group sold 116 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $11.7K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.05% of Net Worth Advisory Group's portfolio in Q2 2026, its #393 holding.
  • Net Worth Advisory Group first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Net Worth Advisory Group's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $212K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.