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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$13.9K Buy
138
+1
+0.7% +$101 ﹤0.01% 362
2026
Q1 		$13.7K Buy
137
+1
+0.7% +$101 ﹤0.01% 330
2025
Q4 		$13.7K Buy
+136
New +$13.7K ﹤0.01% 316

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VTEI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.73% in Q2 2026, buying an estimated $101 and bringing the position to 138 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 138 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $13.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 Vanguard Intermediate-Term Tax-Exempt Bond ETF share in Q2 2026, an estimated $101.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #362 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.