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VTEI icon

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

NewEdge 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
2026
Q2 		$774K Sell
7,662
-332
-4% -$33.4K ﹤0.01% 1834
2026
Q1 		$799K Sell
7,994
-275
-3% -$27.9K ﹤0.01% 1641
2025
Q4 		$834K Buy
8,269
+3,543
+75% +$357K ﹤0.01% 1602
2025
Q3 		$474K Buy
+4,726
New +$468K ﹤0.01% 1853

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

NewEdge Advisors's VTEI Position: Q2 2026 in Review

NewEdge Advisors reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 4.2% in Q2 2026, selling an estimated $33.4K and leaving 7,662 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

NewEdge Advisors first reported a position in VTEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $834K in Q4 2025. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • NewEdge Advisors held 7,662 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $774K as of Q2 2026.
  • NewEdge Advisors sold 332 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $33.4K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1834 holding.
  • NewEdge Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $834K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.