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PFG Private Wealth Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

PFG Private Wealth Management’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
Q4 		– Sell
-19,244
Closed -$1.93M – 161
2025
Q3 		$1.93M Buy
+19,244
New +$1.9M 0.86% 35

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFG Private Wealth Management's VTEI Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q4 2025, closing a stake of 19,244 shares — an estimated $1.93M sold.

PFG Private Wealth Management first reported a position in VTEI in Q3 2025 and held it in 1 quarter. The position peaked at $1.93M in Q3 2025. 142 funds tracked by Wall St. Rank hold VTEI as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 19,244 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $1.93M.
  • PFG Private Wealth Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.93M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.