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Focus Partners Advisor Solutions’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Focus Partners Advisor Solutions’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 		$546K Sell
5,403
-3,058
-36% -$308K ﹤0.01% 777
2026
Q1 		$846K Buy
+8,461
New +$858K 0.01% 609

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Focus Partners Advisor Solutions's VTEI Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 36% in Q2 2026, selling an estimated $308K and leaving 5,403 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Focus Partners Advisor Solutions first reported a position in VTEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $846K in Q1 2026. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Focus Partners Advisor Solutions held 5,403 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $546K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 3,058 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $308K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #777 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Focus Partners Advisor Solutions's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $846K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.