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TCI Wealth Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

TCI Wealth Advisors’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 		$2.15M Buy
21,278
+5
+0% +$503 0.09% 68
2026
Q1 		$2.13M Buy
21,273
+361
+2% +$36.6K 0.11% 66
2025
Q4 		$2.11M Buy
20,912
+663
+3% +$66.8K 0.12% 65
2025
Q3 		$2.03M Buy
+20,249
New +$2M 0.12% 68

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

TCI Wealth Advisors's VTEI Position: Q2 2026 in Review

TCI Wealth Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.02% in Q2 2026, buying an estimated $503 and bringing the position to 21,278 shares worth $2.15M. The position accounts for 0.09% of the portfolio, ranked #68.

TCI Wealth Advisors first reported a position in VTEI in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • TCI Wealth Advisors held 21,278 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $2.15M as of Q2 2026.
  • TCI Wealth Advisors bought 5 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $503.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.09% of TCI Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • TCI Wealth Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.