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

Summit Financial’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	$313K	Buy	+3,132	New	+$318K	﹤0.01%	1174

Other funds holding VTEI

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 $13.1B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Summit Financial's VTEI Position: Q1 2026 in Review

Summit Financial opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026: 3,132 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #1174 among its holdings.

156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

Summit Financial held 3,132 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $313K as of Q1 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Summit Financial position in Q1 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1174 holding.
156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.