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

Waverly 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
Q1 		$1.05M Buy
10,502
+4,596
+78% +$466K 0.01% 816
2025
Q4 		$595K Buy
5,906
+850
+17% +$85.6K ﹤0.01% 940
2025
Q3 		$507K Buy
+5,056
New +$500K 0.01% 847

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

Waverly Advisors's VTEI Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 78% in Q1 2026, buying an estimated $466K and bringing the position to 10,502 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #816.

Waverly Advisors first reported a position in VTEI in Q3 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Waverly Advisors held 10,502 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.05M as of Q1 2026.
  • Waverly Advisors bought 4,596 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $466K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #816 holding.
  • Waverly Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.