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

Oak 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
2026 Q2	$1.74M	Sell	17,194 -199	-1%	-$20K	0.83%	17
2026 Q1	$1.74M	Hold	17,393	–	–	0.96%	15
2025 Q4	$1.75M	Buy	17,393 +5,158	+42%	+$519K	1.01%	15
2025 Q3	$1.23M	Buy	12,235 +4,757	+64%	+$471K	0.71%	20
2025 Q2	$737K	Buy	7,478 +4,543	+155%	+$445K	0.47%	31
2025 Q1	$290K	Sell	2,935 -30	-1%	-$2.98K	0.21%	47
2024 Q4	$295K	Buy	+2,965	New	+$297K	0.23%	50

Other funds holding VTEI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Oak Wealth Advisors's VTEI Position: Q2 2026 in Review

Oak Wealth Advisors reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 1.1% in Q2 2026, selling an estimated $20K and leaving 17,194 shares worth $1.74M. The position accounts for 0.83% of the portfolio, ranked #17.

Oak Wealth Advisors first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2025. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Oak Wealth Advisors held 17,194 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.74M as of Q2 2026.
Oak Wealth Advisors sold 199 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $20K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.83% of Oak Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Oak Wealth Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
Oak Wealth Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.75M in Q4 2025.
174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.