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

Valeo Financial 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	$1.42M	Sell	14,064 -684	-5%	-$68.8K	0.03%	242
2026 Q1	$1.47M	Buy	14,748 +1,212	+9%	+$123K	0.04%	207
2025 Q4	$1.36M	Buy	13,536 +2,470	+22%	+$249K	0.03%	240
2025 Q3	$1.11M	Sell	11,066 -3,342	-23%	-$331K	0.03%	278
2025 Q2	$1.42M	Sell	14,408 -17,583	-55%	-$1.72M	0.03%	217
2025 Q1	$3.16M	Buy	31,991 +28,871	+925%	+$2.87M	0.09%	107
2024 Q4	$310K	Buy	+3,120	New	+$312K	0.01%	531

Other funds holding VTEI

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Frankly Finances Winter Park, Florida $127M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Valeo Financial Advisors's VTEI Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 4.6% in Q2 2026, selling an estimated $68.8K and leaving 14,064 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #242.

Valeo Financial Advisors first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q1 2025. 31 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Valeo Financial Advisors held 14,064 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.42M as of Q2 2026.
Valeo Financial Advisors sold 684 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $68.8K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #242 holding.
Valeo Financial Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
Valeo Financial Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $3.16M in Q1 2025.
31 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.