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Fort Point Capital Partners’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Fort Point Capital Partners’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 		$326K Sell
3,263
-6,069
-65% -$615K 0.04% 179
2025
Q4 		$948K Buy
+9,332
New +$940K 0.11% 108
2025
Q3 		– Sell
-4,258
Closed -$420K – 326
2025
Q2 		$420K Sell
4,258
-986
-19% -$96.5K 0.03% 241
2025
Q1 		$518K Buy
+5,244
New +$522K 0.06% 197

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

Fort Point Capital Partners's VTEI Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 65% in Q1 2026, selling an estimated $615K and leaving 3,263 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #179.

Fort Point Capital Partners first reported a position in VTEI in Q1 2025 and has held it in 4 quarters since. The position peaked at $948K in Q4 2025. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Fort Point Capital Partners held 3,263 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $326K as of Q1 2026.
  • Fort Point Capital Partners sold 6,069 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $615K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.04% of Fort Point Capital Partners's portfolio in Q1 2026, its #179 holding.
  • Fort Point Capital Partners first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Fort Point Capital Partners's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $948K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.