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Stephen J. Garry & Associates’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Stephen J. Garry & Associates’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 		$977K Sell
9,775
-671
-6% -$68K 0.79% 24
2025
Q4 		$1.05M Sell
10,446
-3,630
-26% -$366K 0.84% 20
2025
Q3 		$1.41M Sell
14,076
-390
-3% -$38.6K 1.13% 17
2025
Q2 		$1.43M Sell
14,466
-250
-2% -$24.5K 1.23% 16
2025
Q1 		$1.45M Sell
14,716
-200
-1% -$19.9K 1.36% 16
2024
Q4 		$1.48M Buy
+14,916
New +$1.49M 1.37% 15

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Stephen J. Garry & Associates's VTEI Position: Q1 2026 in Review

Stephen J. Garry & Associates reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 6.4% in Q1 2026, selling an estimated $68K and leaving 9,775 shares worth $977K. The position accounts for 0.79% of the portfolio, ranked #24.

Stephen J. Garry & Associates first reported a position in VTEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q4 2024. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Stephen J. Garry & Associates held 9,775 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $977K as of Q1 2026.
  • Stephen J. Garry & Associates sold 671 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $68K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.79% of Stephen J. Garry & Associates's portfolio in Q1 2026, its #24 holding.
  • Stephen J. Garry & Associates first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Stephen J. Garry & Associates's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.48M in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q1 2026, filed 16 Apr 2026.