SCS Capital Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

SCS Capital Management’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	$443K	Hold	4,390	–	–	﹤0.01%	373
2026 Q1	$439K	Hold	4,390	–	–	﹤0.01%	363
2025 Q4	$443K	Hold	4,390	–	–	﹤0.01%	385
2025 Q3	$440K	Hold	4,390	–	–	﹤0.01%	402
2025 Q2	$433K	Buy	+4,390	New	+$430K	﹤0.01%	412

Other funds holding VTEI

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 Chicago, Illinois $424B AUM 22.96% 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

APP

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

SCS Capital Management's VTEI Position: Q2 2026 in Review

SCS Capital Management held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q2 2026 at 4,390 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

SCS Capital Management first reported a position in VTEI in Q2 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

SCS Capital Management held 4,390 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $443K as of Q2 2026.
SCS Capital Management left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #373 holding.
SCS Capital Management first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.