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Avantax Planning Partners’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Avantax Planning Partners’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 		$18.9M Sell
187,307
-3,000
-2% -$302K 0.47% 31
2026
Q1 		$19M Buy
190,307
+30,334
+19% +$3.08M 0.52% 30
2025
Q4 		$16.1M Sell
159,973
-9,005
-5% -$907K 0.45% 34
2025
Q3 		$17M Sell
168,978
-2,063
-1% -$204K 0.49% 32
2025
Q2 		$16.9M Buy
171,041
+150,395
+728% +$14.7M 0.53% 33
2025
Q1 		$2.04M Buy
20,646
+14,747
+250% +$1.47M 0.07% 126
2024
Q4 		$586K Buy
+5,899
New +$590K 0.02% 234

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 $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Avantax Planning Partners's VTEI Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 1.6% in Q2 2026, selling an estimated $302K and leaving 187,307 shares worth $18.9M. The position accounts for 0.47% of the portfolio, ranked #31.

Avantax Planning Partners first reported a position in VTEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $19M in Q1 2026. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Avantax Planning Partners held 187,307 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $18.9M as of Q2 2026.
  • Avantax Planning Partners sold 3,000 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $302K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.47% of Avantax Planning Partners's portfolio in Q2 2026, its #31 holding.
  • Avantax Planning Partners first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Avantax Planning Partners's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $19M in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.