Beacon Pointe Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Beacon Pointe Advisors’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	$779K	Sell	7,718 -6,589	-46%	-$663K	﹤0.01%	1149
2026 Q1	$1.43M	Buy	14,307 +10,556	+281%	+$1.07M	0.01%	858
2025 Q4	$378K	Buy	3,751 +1,154	+44%	+$116K	﹤0.01%	1167
2025 Q3	$261K	Buy	+2,597	New	+$257K	﹤0.01%	1231
2025 Q2	–	Sell	-7,351	Closed	-$726K	–	1295
2025 Q1	$726K	Buy	7,351 +2,976	+68%	+$296K	0.01%	728
2024 Q4	$435K	Sell	4,375 -1,199	-22%	-$120K	﹤0.01%	873
2024 Q3	$564K	Sell	5,574 -969	-15%	-$97.2K	0.01%	807
2024 Q2	$650K	Buy	+6,543	New	+$649K	0.01%	789

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

Beacon Pointe Advisors's VTEI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 46% in Q2 2026, selling an estimated $663K and leaving 7,718 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Beacon Pointe Advisors first reported a position in VTEI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q1 2026. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Beacon Pointe Advisors held 7,718 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $779K as of Q2 2026.
Beacon Pointe Advisors sold 6,589 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $663K.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1149 holding.
Beacon Pointe Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 8 quarters since.
Beacon Pointe Advisors's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.43M in Q1 2026.
175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.