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

SigFig 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	$1.68M	Buy	16,637 +1,438	+9%	+$145K	0.04%	86
2026 Q1	$1.52M	Buy	15,199 +1,192	+9%	+$121K	0.04%	88
2025 Q4	$1.41M	Buy	14,007 +399	+3%	+$40.2K	0.04%	91
2025 Q3	$1.36M	Buy	13,608 +5,729	+73%	+$567K	0.04%	92
2025 Q2	$774K	Buy	7,879 +4,628	+142%	+$453K	0.03%	103
2025 Q1	$321K	Buy	+3,251	New	+$324K	0.01%	114

Other funds holding VTEI

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Frankly Finances Winter Park, Florida $127M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return