Winebrenner Capital Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Winebrenner Capital Management’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	$285K	Hold	2,819	–	–	0.17%	117
2026 Q1	$282K	Buy	2,819 +119	+4%	+$12.1K	0.18%	116
2025 Q4	$272K	Hold	2,700	–	–	0.18%	117
2025 Q3	$271K	Hold	2,700	–	–	0.19%	113
2025 Q2	$266K	Hold	2,700	–	–	0.21%	108
2025 Q1	$267K	Hold	2,700	–	–	0.24%	108
2024 Q4	$268K	Buy	+2,700	New	+$270K	0.21%	106

Other funds holding VTEI

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Frankly Finances Winter Park, Florida $127M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return