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

Seed 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 		$4.98M Sell
49,335
-550
-1% -$55.3K 3.15% 7
2026
Q1 		$4.99M Hold
49,885
– – 3.43% 7
2025
Q4 		$5.03M Sell
49,885
-210
-0.4% -$21.1K 3.47% 6
2025
Q3 		$5.03M Buy
50,095
+2,850
+6% +$282K 3.47% 5
2025
Q2 		$4.66M Buy
+47,245
New +$4.62M 3.47% 4

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $104B AUM 28.3% 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

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

Seed Wealth Management reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 1.1% in Q2 2026, selling an estimated $55.3K and leaving 49,335 shares worth $4.98M. The position accounts for 3.15% of the portfolio, ranked #7.

Seed Wealth Management first reported a position in VTEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.03M in Q4 2025. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Seed Wealth Management held 49,335 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $4.98M as of Q2 2026.
  • Seed Wealth Management sold 550 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $55.3K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 3.15% of Seed Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Seed Wealth Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Seed Wealth Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $5.03M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

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