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

Raffa 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
2026
Q2 		$13.9K Buy
138
+1
+0.7% +$101 ﹤0.01% 362
2026
Q1 		$13.7K Buy
137
+1
+0.7% +$101 ﹤0.01% 330
2025
Q4 		$13.7K Buy
+136
New +$13.7K ﹤0.01% 316

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
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 $103B AUM 28.65% 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

Raffa Wealth Management's VTEI Position: Q2 2026 in Review

Raffa Wealth Management increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.73% in Q2 2026, buying an estimated $101 and bringing the position to 138 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Raffa Wealth Management first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Raffa Wealth Management held 138 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $13.9K as of Q2 2026.
  • Raffa Wealth Management bought 1 Vanguard Intermediate-Term Tax-Exempt Bond ETF share in Q2 2026, an estimated $101.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Raffa Wealth Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.