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

Tribridge Partners 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 		$740K Buy
7,394
+1,048
+17% +$106K 0.31% 25
2025
Q4 		$640K Buy
6,346
+3,474
+121% +$350K 0.27% 27
2025
Q3 		$288K Buy
+2,872
New +$284K 0.13% 51

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 $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
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

Tribridge Partners Financial's VTEI Position: Q1 2026 in Review

Tribridge Partners Financial increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 17% in Q1 2026, buying an estimated $106K and bringing the position to 7,394 shares worth $740K. The position accounts for 0.31% of the portfolio, ranked #25.

Tribridge Partners Financial first reported a position in VTEI in Q3 2025 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Tribridge Partners Financial held 7,394 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $740K as of Q1 2026.
  • Tribridge Partners Financial bought 1,048 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $106K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.31% of Tribridge Partners Financial's portfolio in Q1 2026, its #25 holding.
  • Tribridge Partners Financial first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.