Focus Partners Wealth
VTEI icon

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

Focus Partners Wealth’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 		$447K Sell
4,429
-100
-2% -$10.1K ﹤0.01% 2023
2026
Q1 		$492K Buy
4,529
+1,687
+59% +$171K ﹤0.01% 1940
2025
Q4 		$287K Buy
+2,842
New +$286K ﹤0.01% 2250

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

Focus Partners Wealth's VTEI Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 2.2% in Q2 2026, selling an estimated $10.1K and leaving 4,429 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Focus Partners Wealth first reported a position in VTEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $492K in Q1 2026. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Focus Partners Wealth held 4,429 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $447K as of Q2 2026.
  • Focus Partners Wealth sold 100 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2023 holding.
  • Focus Partners Wealth first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $492K 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 Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.