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Sequent Planning’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Sequent Planning’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 		$854K Buy
8,462
+1,275
+18% +$128K 0.18% 107
2026
Q1 		$718K Buy
7,187
+3,406
+90% +$345K 0.17% 104
2025
Q4 		$381K Buy
+3,781
New +$381K 0.1% 146

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

Sequent Planning's VTEI Position: Q2 2026 in Review

Sequent Planning increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 18% in Q2 2026, buying an estimated $128K and bringing the position to 8,462 shares worth $854K. The position accounts for 0.18% of the portfolio, ranked #107.

Sequent Planning first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Sequent Planning held 8,462 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $854K as of Q2 2026.
  • Sequent Planning bought 1,275 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $128K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.18% of Sequent Planning's portfolio in Q2 2026, its #107 holding.
  • Sequent Planning first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.