Sage Mountain Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Sage Mountain 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	$301K	Hold	2,984	–	–	0.02%	183
2026 Q1	$298K	Hold	2,984	–	–	0.02%	166
2025 Q4	$301K	Hold	2,984	–	–	0.02%	387
2025 Q3	$299K	Hold	2,984	–	–	0.02%	369
2025 Q2	$294K	Sell	2,984 -1,526	-34%	-$149K	0.02%	326
2025 Q1	$446K	Hold	4,510	–	–	0.03%	241
2024 Q4	$448K	Hold	4,510	–	–	0.03%	230
2024 Q3	$456K	Sell	4,510 -496	-10%	-$49.8K	0.04%	218
2024 Q2	$498K	Buy	+5,006	New	+$497K	0.05%	176

Other funds holding VTEI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Sage Mountain Advisors's VTEI Position: Q2 2026 in Review

Sage Mountain Advisors held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q2 2026 at 2,984 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #183.

Sage Mountain Advisors first reported a position in VTEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $498K in Q2 2024. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Sage Mountain Advisors held 2,984 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $301K as of Q2 2026.
Sage Mountain Advisors left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #183 holding.
Sage Mountain Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sage Mountain Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $498K in Q2 2024.
175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.