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 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 $13.1B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Silver Oak Advisory Group's VTEI Position: Q1 2026 in Review

Silver Oak Advisory Group increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 3.6% in Q1 2026, buying an estimated $215K and bringing the position to 61,603 shares worth $6.16M. The position accounts for 2.66% of the portfolio, ranked #11.

Silver Oak Advisory Group first reported a position in VTEI in Q2 2024 and has held it in 8 quarters since. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

Silver Oak Advisory Group held 61,603 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $6.16M as of Q1 2026.
Silver Oak Advisory Group bought 2,124 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $215K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 2.66% of Silver Oak Advisory Group's portfolio in Q1 2026, its #11 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 8 quarters since.
156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.