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Retirement Planning Group (Kansas)’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.02M Hold
10,120
– – 0.03% 231
2026
Q1 		$1.01M Sell
10,120
-99
-1% -$10K 0.03% 208
2025
Q4 		$1.03M Hold
10,219
– – 0.03% 187
2025
Q3 		$1.03M Buy
10,219
+6,479
+173% +$641K 0.04% 182
2025
Q2 		$369K Buy
+3,740
New +$366K 0.02% 238

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

Retirement Planning Group (Kansas)'s VTEI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q2 2026 at 10,120 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #231.

Retirement Planning Group (Kansas) first reported a position in VTEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • Retirement Planning Group (Kansas) held 10,120 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.02M as of Q2 2026.
  • Retirement Planning Group (Kansas) left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #231 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.03M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.