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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
Q1 		$125K Buy
+1,250
New +$127K 0.01% 702

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

Golden State Equity Partners's VTEI Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026: 1,250 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #702 among its holdings.

155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Golden State Equity Partners held 1,250 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $125K as of Q1 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Golden State Equity Partners position in Q1 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #702 holding.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.