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Old Mission Capital’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Old Mission Capital’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 		– Sell
-22,764
Closed -$2.24M – 1359
2025
Q2 		$2.24M Sell
22,764
-11,774
-34% -$1.15M 0.04% 206
2025
Q1 		$3.41M Buy
34,538
+22,422
+185% +$2.23M 0.05% 161
2024
Q4 		$1.2M Buy
+12,116
New +$1.21M 0.02% 323

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 $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Old Mission Capital's VTEI Position: Q3 2025 in Review

Old Mission Capital sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q3 2025, closing a stake of 22,764 shares — an estimated $2.24M sold.

Old Mission Capital first reported a position in VTEI in Q4 2024 and held it in 3 quarters. The position peaked at $3.41M in Q1 2025. 109 funds tracked by Wall St. Rank hold VTEI as of Q3 2025.

  • Old Mission Capital reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Old Mission Capital sold 22,764 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2025, an estimated $2.24M.
  • Old Mission Capital first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 3 quarters.
  • Old Mission Capital's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $3.41M in Q1 2025.
  • 109 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.