Waverly Advisors
VTEI icon

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
Q2 		$1.06M Sell
10,481
-21
-0.2% -$2.11K 0.01% 875
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 $1.43B AUM 23.44% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Waverly Advisors's VTEI Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.2% in Q2 2026, selling an estimated $2.11K and leaving 10,481 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #875.

Waverly Advisors first reported a position in VTEI in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Waverly Advisors held 10,481 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.06M as of Q2 2026.
  • Waverly Advisors sold 21 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.11K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #875 holding.
  • Waverly Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.