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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

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
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
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Winebrenner Capital Management's VTEI Position: Q2 2026 in Review

Winebrenner Capital Management held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q2 2026 at 2,819 shares worth $285K. The position accounts for 0.17% of the portfolio, ranked #117.

Winebrenner Capital Management first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Winebrenner Capital Management held 2,819 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $285K as of Q2 2026.
  • Winebrenner Capital Management left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.17% of Winebrenner Capital Management's portfolio in Q2 2026, its #117 holding.
  • Winebrenner Capital Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.