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Golden State Equity Partners’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Golden State Equity 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
-1,250
Closed -$125K – 1803
2026
Q1 		$125K Buy
+1,250
New +$127K 0.01% 702

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

Golden State Equity Partners's VTEI Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q2 2026, closing a stake of 1,250 shares — an estimated $125K sold.

Golden State Equity Partners first reported a position in VTEI in Q1 2026 and held it in 1 quarter. The position peaked at $125K in Q1 2026. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Golden State Equity Partners reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,250 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $125K.
  • Golden State Equity Partners first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $125K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.