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One Degree Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

One Degree 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 		$281K Sell
2,792
-87
-3% -$8.75K 0.06% 67
2026
Q1 		$287K Buy
2,879
+207
+8% +$21K 0.08% 59
2025
Q4 		$269K Buy
+2,672
New +$269K 0.07% 58

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

One Degree Advisors's VTEI Position: Q2 2026 in Review

One Degree Advisors reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 3% in Q2 2026, selling an estimated $8.75K and leaving 2,792 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #67.

One Degree Advisors first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $287K in Q1 2026. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • One Degree Advisors held 2,792 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $281K as of Q2 2026.
  • One Degree Advisors sold 87 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $8.75K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.06% of One Degree Advisors's portfolio in Q2 2026, its #67 holding.
  • One Degree Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • One Degree Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $287K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.