SWM
VTEI icon

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

Spire 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 		$23.2K Buy
230
+200
+667% +$20.1K ﹤0.01% 1403
2026
Q1 		$3K Hold
30
– – ﹤0.01% 1957
2025
Q4 		$3.02K Sell
30
-200
-87% -$20.1K ﹤0.01% 2013
2025
Q3 		$23.1K Hold
230
– – ﹤0.01% 1487
2025
Q2 		$22.7K Hold
230
– – ﹤0.01% 1470
2025
Q1 		$22.7K Buy
230
+200
+667% +$19.9K ﹤0.01% 1567
2024
Q4 		$2.98K Buy
+30
New +$3K ﹤0.01% 2160

Other funds holding VTEI

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Spire Wealth Management's VTEI Position: Q2 2026 in Review

Spire Wealth Management increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 667% in Q2 2026, buying an estimated $20.1K and bringing the position to 230 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Spire Wealth Management first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Spire Wealth Management held 230 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $23.2K as of Q2 2026.
  • Spire Wealth Management bought 200 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1403 holding.
  • Spire Wealth Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 31 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.