SFS
VTEI icon

Summit Financial Strategies’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Summit Financial Strategies’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 		$240K Buy
+2,373
New +$239K 0.02% 142

Other funds holding VTEI

UA
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 $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Summit Financial Strategies's VTEI Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026: 2,373 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #142 among its holdings.

175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Summit Financial Strategies held 2,373 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $240K as of Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Summit Financial Strategies position in Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #142 holding.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.