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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
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

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Oak Wealth Advisors's VTEI Position: Q1 2026 in Review

Oak Wealth Advisors held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q1 2026 at 17,393 shares worth $1.74M. The position accounts for 0.96% of the portfolio, ranked #15.

Oak Wealth Advisors first reported a position in VTEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.75M in Q4 2025. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Oak Wealth Advisors held 17,393 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.74M as of Q1 2026.
  • Oak Wealth Advisors left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.96% of Oak Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Oak Wealth Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Oak Wealth Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.75M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Oak Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.