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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
Q3 		$445K Buy
4,670
+2,297
+97% +$227K 0.03% 106
2026
Q2 		$240K Buy
+2,373
New +$239K 0.02% 142

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
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
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Summit Financial Strategies's VTEI Position: Q3 2026 in Review

Summit Financial Strategies increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 97% in Q3 2026, buying an estimated $227K and bringing the position to 4,670 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #106.

Summit Financial Strategies first reported a position in VTEI in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

  • Summit Financial Strategies held 4,670 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $445K as of Q3 2026.
  • Summit Financial Strategies bought 2,297 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $227K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.03% of Summit Financial Strategies's portfolio in Q3 2026, its #106 holding.
  • Summit Financial Strategies first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.