Truist Financial
VTEI icon

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

Truist 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 		$4.61M Buy
46,153
+12,458
+37% +$1.26M 0.01% 897
2025
Q4 		$3.4M Buy
33,695
+14,205
+73% +$1.43M ﹤0.01% 1019
2025
Q3 		$1.96M Buy
19,490
+5,001
+35% +$495K ﹤0.01% 1349
2025
Q2 		$1.43M Buy
14,489
+9,329
+181% +$913K ﹤0.01% 1443
2025
Q1 		$510K Buy
+5,160
New +$513K ﹤0.01% 1862

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 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 $71.6B AUM 21.08% 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 $3.64B AUM 14.73% 1-Year Est. Return

Truist Financial's VTEI Position: Q1 2026 in Review

Truist Financial increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 37% in Q1 2026, buying an estimated $1.26M and bringing the position to 46,153 shares worth $4.61M. The position accounts for 0.01% of the portfolio, ranked #897.

Truist Financial first reported a position in VTEI in Q1 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Truist Financial held 46,153 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $4.61M as of Q1 2026.
  • Truist Financial bought 12,458 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.26M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #897 holding.
  • Truist Financial first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.