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Action Point Financial Planning’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Action Point Financial Planning’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 		$4.08K Buy
+40
New +$4.02K ﹤0.01% 1907

Other funds holding VTEI

UA
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
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

Action Point Financial Planning's VTEI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026: 40 shares worth $4.08K. The stake represents ﹤0.01% of the portfolio and ranks #1907 among its holdings.

175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Action Point Financial Planning held 40 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $4.08K as of Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1907 holding.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.