Chicago Partners Investment Group
VTEI icon

Chicago Partners Investment Group’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Chicago Partners Investment Group’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 		$766K Buy
7,741
+4,960
+178% +$499K 0.02% 778
2026
Q1 		$281K Hold
2,781
– – 0.01% 1178
2025
Q4 		$282K Buy
+2,781
New +$280K 0.01% 1070

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Chicago Partners Investment Group's VTEI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 178% in Q2 2026, buying an estimated $499K and bringing the position to 7,741 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #778.

Chicago Partners Investment Group first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Chicago Partners Investment Group held 7,741 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $766K as of Q2 2026.
  • Chicago Partners Investment Group bought 4,960 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $499K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #778 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.