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

SeaCrest 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 		– Sell
-2,164
Closed -$216K – 670
2026
Q1 		$216K Hold
2,164
– – 0.02% 580
2025
Q4 		$219K Buy
+2,164
New +$218K 0.02% 563

Other funds holding VTEI

APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026, closing a stake of 2,164 shares — an estimated $216K sold.

SeaCrest Wealth Management first reported a position in VTEI in Q4 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 28 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,164 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $216K.
  • SeaCrest Wealth Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and held it in 2 quarters.
  • SeaCrest Wealth Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $219K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.