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WhitTier Trust Company’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

WhitTier Trust Company’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
2025
Q4 		– Sell
-9,341
Closed -$936K – 1322
2025
Q3 		$936K Buy
+9,341
New +$924K 0.02% 293

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WhitTier Trust Company's VTEI Position: Q4 2025 in Review

WhitTier Trust Company sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q4 2025, closing a stake of 9,341 shares — an estimated $936K sold.

WhitTier Trust Company first reported a position in VTEI in Q3 2025 and held it in 1 quarter. The position peaked at $936K in Q3 2025. 141 funds tracked by Wall St. Rank hold VTEI as of Q4 2025.

  • WhitTier Trust Company reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 9,341 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q4 2025, an estimated $936K.
  • WhitTier Trust Company first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • WhitTier Trust Company's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $936K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q4 2025.

Based on WhitTier Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.