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North Star Investment Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

North Star Investment Management’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 		$83.3K Buy
825
+6
+0.7% +$603 ﹤0.01% 644
2026
Q1 		$81.8K Buy
819
+238
+41% +$24.1K 0.01% 643
2025
Q4 		$58.6K Buy
581
+6
+1% +$604 ﹤0.01% 637
2025
Q3 		$57.7K Buy
+575
New +$56.9K ﹤0.01% 622

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

North Star Investment Management's VTEI Position: Q2 2026 in Review

North Star Investment Management increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.73% in Q2 2026, buying an estimated $603 and bringing the position to 825 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

North Star Investment Management first reported a position in VTEI in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • North Star Investment Management held 825 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $83.3K as of Q2 2026.
  • North Star Investment Management bought 6 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $603.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #644 holding.
  • North Star Investment Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.