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Sprinkle Financial Consultants’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Sprinkle Financial Consultants’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
Q3 		$971K Buy
10,183
+80
+0.8% +$7.9K 0.38% 51
2026
Q2 		$1.02M Buy
10,103
+77
+0.8% +$7.74K 0.4% 47
2026
Q1 		$1M Buy
10,026
+26
+0.3% +$2.64K 0.46% 45
2025
Q4 		$1.01M Buy
+10,000
New +$1.01M 0.51% 41

Other funds holding VTEI

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sprinkle Financial Consultants's VTEI Position: Q3 2026 in Review

Sprinkle Financial Consultants increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.79% in Q3 2026, buying an estimated $7.9K and bringing the position to 10,183 shares worth $971K. The position accounts for 0.38% of the portfolio, ranked #51.

Sprinkle Financial Consultants first reported a position in VTEI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q2 2026. 27 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

  • Sprinkle Financial Consultants held 10,183 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $971K as of Q3 2026.
  • Sprinkle Financial Consultants bought 80 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $7.9K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.38% of Sprinkle Financial Consultants's portfolio in Q3 2026, its #51 holding.
  • Sprinkle Financial Consultants first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Sprinkle Financial Consultants's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.02M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.