55 North Private Wealth’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

55 North Private Wealth’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	$644K	Buy	6,377 +2,769	+77%	+$278K	0.13%	82
2026 Q1	$361K	Buy	3,608 +370	+11%	+$37.5K	0.09%	111
2025 Q4	$327K	Buy	+3,238	New	+$326K	0.09%	121

Other funds holding VTEI

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

55 North Private Wealth's VTEI Position: Q2 2026 in Review

55 North Private Wealth increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 77% in Q2 2026, buying an estimated $278K and bringing the position to 6,377 shares worth $644K. The position accounts for 0.13% of the portfolio, ranked #82.

55 North Private Wealth first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

55 North Private Wealth held 6,377 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $644K as of Q2 2026.
55 North Private Wealth bought 2,769 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $278K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.13% of 55 North Private Wealth's portfolio in Q2 2026, its #82 holding.
55 North Private Wealth first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.