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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
Q2 		$1.21M Sell
12,025
-2,475
-17% -$249K 0.58% 23
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 $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

Sheridan Capital Management's VTEI Position: Q2 2026 in Review

Sheridan Capital Management reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 17% in Q2 2026, selling an estimated $249K and leaving 12,025 shares worth $1.21M. The position accounts for 0.58% of the portfolio, ranked #23.

Sheridan Capital Management first reported a position in VTEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q1 2026. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Sheridan Capital Management held 12,025 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.21M as of Q2 2026.
  • Sheridan Capital Management sold 2,475 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $249K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.58% of Sheridan Capital Management's portfolio in Q2 2026, its #23 holding.
  • Sheridan Capital Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Sheridan Capital Management's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.45M in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Sheridan Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.