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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
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

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Beacon Pointe Advisors's VTEI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 281% in Q1 2026, buying an estimated $1.07M and bringing the position to 14,307 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #858.

Beacon Pointe Advisors first reported a position in VTEI in Q2 2024 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Beacon Pointe Advisors held 14,307 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.43M as of Q1 2026.
  • Beacon Pointe Advisors bought 10,556 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.07M.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #858 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.