Aspire Private Capital’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Aspire Private Capital’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	$13.8M	Buy	137,153 +19,334	+16%	+$1.94M	2.86%	7
2026 Q1	$11.8M	Buy	117,819 +14,369	+14%	+$1.46M	2.66%	9
2025 Q4	$10.4M	Buy	103,450 +99	+0.1%	+$9.97K	2.32%	10
2025 Q3	$10.4M	Buy	103,351 +30,679	+42%	+$3.04M	2.28%	10
2025 Q2	$7.16M	Buy	72,672 +34,196	+89%	+$3.35M	1.66%	12
2025 Q1	$3.8M	Buy	+38,476	New	+$3.83M	0.95%	26

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 $104B AUM 28.3% 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

Aspire Private Capital's VTEI Position: Q2 2026 in Review

Aspire Private Capital increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 16% in Q2 2026, buying an estimated $1.94M and bringing the position to 137,153 shares worth $13.8M. The position accounts for 2.86% of the portfolio, ranked #7.

Aspire Private Capital first reported a position in VTEI in Q1 2025 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Aspire Private Capital held 137,153 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $13.8M as of Q2 2026.
Aspire Private Capital bought 19,334 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.94M.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 2.86% of Aspire Private Capital's portfolio in Q2 2026, its #7 holding.
Aspire Private Capital first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

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