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VTEI icon

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

&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 		$1.65M Buy
16,295
+6,595
+68% +$663K 0.01% 1137
2026
Q1 		$1.09M Sell
9,700
-26,705
-73% -$2.71M 0.01% 1245
2025
Q4 		$3.67M Buy
36,405
+34,369
+1,688% +$3.46M 0.02% 605
2025
Q3 		$204K Buy
+2,036
New +$201K ﹤0.01% 1959

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

&Partners's VTEI Position: Q2 2026 in Review

&Partners increased its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 68% in Q2 2026, buying an estimated $663K and bringing the position to 16,295 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #1137.

&Partners first reported a position in VTEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.67M in Q4 2025. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • &Partners held 16,295 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.65M as of Q2 2026.
  • &Partners bought 6,595 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $663K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1137 holding.
  • &Partners first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • &Partners's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $3.67M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

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