SJS Investment Consulting’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

SJS Investment Consulting’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	$113K	Sell	1,120 -1,000	-47%	-$101K	0.01%	220
2026 Q1	$212K	Hold	2,120	–	–	0.03%	148
2025 Q4	$214K	Buy	2,120 +991	+88%	+$99.8K	0.03%	138
2025 Q3	$113K	Sell	1,129 -5	-0.4%	-$495	0.02%	175
2025 Q2	$112K	Buy	1,134 +2	+0.2%	+$196	0.02%	130
2025 Q1	$112K	Hold	1,132	–	–	0.02%	130
2024 Q4	$113K	Buy	1,132 +1,079	+2,036%	+$108K	0.02%	126
2024 Q3	$5.36K	Buy	53 +4	+8%	+$401	﹤0.01%	475
2024 Q2	$4.87K	Buy	+49	New	+$4.86K	﹤0.01%	447

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

APC

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

FFBTD

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

SJS Investment Consulting's VTEI Position: Q2 2026 in Review

SJS Investment Consulting reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 47% in Q2 2026, selling an estimated $101K and leaving 1,120 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #220.

SJS Investment Consulting first reported a position in VTEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $214K in Q4 2025. 67 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

SJS Investment Consulting held 1,120 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $113K as of Q2 2026.
SJS Investment Consulting sold 1,000 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $101K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #220 holding.
SJS Investment Consulting first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
SJS Investment Consulting's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $214K in Q4 2025.
67 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.