Wealth Enhancement Advisory Services
VTEI icon

Wealth Enhancement Advisory Services’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Wealth Enhancement Advisory Services’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 		$688K Buy
6,844
+44
+0.6% +$4.42K ﹤0.01% 2389
2026
Q1 		$681K Buy
6,800
+1,000
+17% +$101K ﹤0.01% 2086
2025
Q4 		$587K Buy
5,800
+2,000
+53% +$201K ﹤0.01% 2361
2025
Q3 		$381K Buy
+3,800
New +$376K ﹤0.01% 2585

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
AC
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
FF
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

Wealth Enhancement Advisory Services's VTEI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.65% in Q2 2026, buying an estimated $4.42K and bringing the position to 6,844 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Wealth Enhancement Advisory Services first reported a position in VTEI in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,844 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $688K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 44 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $4.42K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2389 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.