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OneDigital Investment Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

OneDigital Investment 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 		$526K Buy
5,260
+26
+0.5% +$2.64K 0.01% 923
2025
Q4 		$528K Buy
5,234
+54
+1% +$5.44K 0.01% 920
2025
Q3 		$520K Buy
5,180
+39
+0.8% +$3.86K 0.01% 917
2025
Q2 		$507K Buy
+5,141
New +$503K 0.01% 893

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 $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $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 $4.02B AUM 20% 1-Year Est. Return

OneDigital Investment Advisors's VTEI Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.5% in Q1 2026, buying an estimated $2.64K and bringing the position to 5,260 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #923.

OneDigital Investment Advisors first reported a position in VTEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $528K in Q4 2025. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • OneDigital Investment Advisors held 5,260 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $526K as of Q1 2026.
  • OneDigital Investment Advisors bought 26 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $2.64K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #923 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • OneDigital Investment Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $528K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.