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Sheridan Capital Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Sheridan Capital 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
Q1 		$1.45M Buy
14,500
+4,475
+45% +$454K 0.76% 22
2025
Q4 		$1.01M Buy
10,025
+1,400
+16% +$141K 0.51% 26
2025
Q3 		$865K Buy
8,625
+4,125
+92% +$408K 0.46% 26
2025
Q2 		$444K Buy
+4,500
New +$440K 0.31% 21

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 $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Sheridan Capital Management's VTEI Position: Q1 2026 in Review

Sheridan Capital Management increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 45% in Q1 2026, buying an estimated $454K and bringing the position to 14,500 shares worth $1.45M. The position accounts for 0.76% of the portfolio, ranked #22.

Sheridan Capital Management first reported a position in VTEI in Q2 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Sheridan Capital Management held 14,500 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.45M as of Q1 2026.
  • Sheridan Capital Management bought 4,475 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $454K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.76% of Sheridan Capital Management's portfolio in Q1 2026, its #22 holding.
  • Sheridan Capital Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.