Silver Oak Advisory Group’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Silver Oak Advisory Group’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	$7.39M	Buy	73,232 +11,629	+19%	+$1.17M	2.92%	10
2026 Q1	$6.16M	Buy	61,603 +2,124	+4%	+$215K	2.66%	11
2025 Q4	$6M	Buy	59,479 +7,201	+14%	+$725K	2.71%	12
2025 Q3	$5.25M	Buy	52,278 +13,364	+34%	+$1.32M	2.37%	12
2025 Q2	$3.83M	Buy	38,914 +32,343	+492%	+$3.17M	1.86%	13
2025 Q1	$649K	Buy	6,571 +4,342	+195%	+$432K	0.34%	34
2024 Q4	$221K	Hold	2,229	–	–	0.12%	60
2024 Q3	$225K	Hold	2,229	–	–	0.12%	63
2024 Q2	$221K	Buy	+2,229	New	+$221K	0.12%	60

Other funds holding VTEI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Silver Oak Advisory Group's VTEI Position: Q2 2026 in Review

Silver Oak Advisory Group increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 19% in Q2 2026, buying an estimated $1.17M and bringing the position to 73,232 shares worth $7.39M. The position accounts for 2.92% of the portfolio, ranked #10.

Silver Oak Advisory Group first reported a position in VTEI in Q2 2024 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Silver Oak Advisory Group held 73,232 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $7.39M as of Q2 2026.
Silver Oak Advisory Group bought 11,629 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.17M.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 2.92% of Silver Oak Advisory Group's portfolio in Q2 2026, its #10 holding.
Silver Oak Advisory Group first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.