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Timonier Family Office’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Timonier Family Office’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
2025
Q4 		$1.86M Sell
18,441
-365
-2% -$36.8K 0.59% 24
2025
Q3 		$1.89M Buy
18,806
+3,126
+20% +$309K 0.62% 24
2025
Q2 		$1.55M Buy
15,680
+9,280
+145% +$908K 0.58% 25
2025
Q1 		$632K Buy
6,400
+493
+8% +$49.1K 0.28% 29
2024
Q4 		$587K Buy
+5,907
New +$591K 0.3% 32

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Timonier Family Office's VTEI Position: Q4 2025 in Review

Timonier Family Office reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 1.9% in Q4 2025, selling an estimated $36.8K and leaving 18,441 shares worth $1.86M. The position accounts for 0.59% of the portfolio, ranked #24.

Timonier Family Office first reported a position in VTEI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.89M in Q3 2025. 141 funds tracked by Wall St. Rank hold VTEI as of Q4 2025.

  • Timonier Family Office held 18,441 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.86M as of Q4 2025.
  • Timonier Family Office sold 365 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $36.8K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.59% of Timonier Family Office's portfolio in Q4 2025, its #24 holding.
  • Timonier Family Office first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Timonier Family Office's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.89M in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.