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Signal Tree Financial Partners’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Signal Tree Financial Partners’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 		$918K Hold
9,189
– – 0.69% 24
2025
Q4 		$927K Buy
9,189
+931
+11% +$93.8K 0.71% 26
2025
Q3 		$828K Hold
8,258
– – 0.66% 27
2025
Q2 		$814K Buy
+8,258
New +$808K 0.7% 25

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 $71.6B AUM 21.08% 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 $3.64B AUM 14.73% 1-Year Est. Return

Signal Tree Financial Partners's VTEI Position: Q1 2026 in Review

Signal Tree Financial Partners held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q1 2026 at 9,189 shares worth $918K. The position accounts for 0.69% of the portfolio, ranked #24.

Signal Tree Financial Partners first reported a position in VTEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $927K in Q4 2025. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Signal Tree Financial Partners held 9,189 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $918K as of Q1 2026.
  • Signal Tree Financial Partners left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.69% of Signal Tree Financial Partners's portfolio in Q1 2026, its #24 holding.
  • Signal Tree Financial Partners first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Signal Tree Financial Partners's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $927K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Signal Tree Financial Partners's 13F filing for Q1 2026, filed 15 May 2026.