OHWA
VTEI icon

Oak Hill Wealth Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$1.68M Buy
16,781
+3,574
+27% +$354K 0.32% 50
2025
Q2 		$1.3M Sell
13,207
-639
-5% -$62.6K 0.27% 50
2025
Q1 		$1.37M Buy
13,846
+6,619
+92% +$659K 0.32% 45
2024
Q4 		$718K Buy
+7,227
New +$723K 0.17% 60

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Oak Hill Wealth Advisors's VTEI Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 27% in Q3 2025, buying an estimated $354K and bringing the position to 16,781 shares worth $1.68M. The position accounts for 0.32% of the portfolio, ranked #50.

Oak Hill Wealth Advisors first reported a position in VTEI in Q4 2024 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold VTEI as of Q3 2025.

  • Oak Hill Wealth Advisors held 16,781 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.68M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 3,574 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2025, an estimated $354K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.32% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #50 holding.
  • Oak Hill Wealth Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.