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

Unison 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 		$241M Buy
2,386,124
+18,172
+0.8% +$1.83M 16.8% 1
2026
Q1 		$237M Buy
2,367,952
+172,174
+8% +$17.5M 17.95% 1
2025
Q4 		$221M Buy
2,195,778
+22,650
+1% +$2.28M 19.35% 1
2025
Q3 		$218M Buy
2,173,128
+1,578,662
+266% +$156M 19.89% 1
2025
Q2 		$58.6M Buy
+594,466
New +$58.2M 6.56% 4
2025
Q1 		– Sell
-561,621
Closed -$55.8M – 188
2024
Q4 		$55.8M Buy
+561,621
New +$56.2M 6.64% 4

Other funds holding VTEI

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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Unison Advisors's VTEI Position: Q2 2026 in Review

Unison Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.77% in Q2 2026, buying an estimated $1.83M and bringing the position to 2,386,124 shares worth $241M. The position accounts for 16.8% of the portfolio, ranked #1.

Unison Advisors first reported a position in VTEI in Q4 2024 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Unison Advisors held 2,386,124 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $241M as of Q2 2026.
  • Unison Advisors bought 18,172 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.83M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 16.8% of Unison Advisors's portfolio in Q2 2026, its #1 holding.
  • Unison Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.