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 Q2	–	Sell	-3,263	Closed	-$326K	–	262
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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Fort Point Capital Partners's VTEI Position: Q2 2026 in Review

Fort Point Capital Partners sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026, closing a stake of 3,263 shares — an estimated $326K sold.

Fort Point Capital Partners first reported a position in VTEI in Q1 2025 and held it in 4 quarters. The position peaked at $948K in Q4 2025. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Fort Point Capital Partners reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
Fort Point Capital Partners sold 3,263 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $326K.
Fort Point Capital Partners first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2025 and held it in 4 quarters.
Fort Point Capital Partners's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $948K in Q4 2025.
174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.