WealthSpring Partners’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

WealthSpring Partners’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 Q3	$504K	Buy	5,288 +6	+0.1%	+$592	0.53%	41
2026 Q2	$533K	Buy	5,282 +6	+0.1%	+$603	0.46%	36
2026 Q1	$527K	Buy	+5,276	New	+$535K	0.48%	39

Other funds holding VTEI

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WealthSpring Partners's VTEI Position: Q3 2026 in Review

WealthSpring Partners increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 0.11% in Q3 2026, buying an estimated $592 and bringing the position to 5,288 shares worth $504K. The position accounts for 0.53% of the portfolio, ranked #41.

WealthSpring Partners first reported a position in VTEI in Q1 2026 and has held it in 3 quarters since. The position peaked at $533K in Q2 2026. 26 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

WealthSpring Partners held 5,288 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $504K as of Q3 2026.
WealthSpring Partners bought 6 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $592.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.53% of WealthSpring Partners's portfolio in Q3 2026, its #41 holding.
WealthSpring Partners first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
WealthSpring Partners's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $533K in Q2 2026.
26 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on WealthSpring Partners's 13F filing for Q3 2026, filed 14 Oct 2026.