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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

155 hedge funds and large institutions have $737M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 18

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $603M → $737M (+$134M)

10% more funds holding

Funds holding: 141 → 155 (+14)

0.97% more ownership

Funds ownership: 56.53% → 57.5% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
84
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
Ferguson Wellman Capital Management
Oregon
+$58.8M
2
UA
Unison Advisors
District of Columbia
+$17.5M
3
Bank of America
Bank of America
North Carolina
+$7.29M
4
Jane Street
Jane Street
New York
+$6.56M
5
FFBTD
First Financial Bank - Trust Division
Ohio
+$3.86M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$40.6M
2
P
&Partners
Tennessee
-$2.71M
3
HWA
Heartwood Wealth Advisors
Virginia
-$1.88M
4
HH
Hilltop Holdings
Texas
-$1.33M
5
HighTower Advisors
HighTower Advisors
Illinois
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$4.87M +$1.01M +9,963 +26%
Truist Financial
27
Truist Financial
North Carolina
$4.61M +$1.26M +12,458 +37%
Raymond James Financial
28
Raymond James Financial
Florida
$4.49M +$3.63M +35,819 +392%
Citadel Advisors
29
Citadel Advisors
Florida
$3.43M +$230K +2,269 +7%
VFP
30
Verus Financial Partners
Virginia
$2.92M +$2.94M +29,016 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.89M +$2.93M +28,877 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.7M +$429K +4,228 +19%
IWS
33
Integrity Wealth Solutions
Colorado
$2.34M +$83.3K +821 +4%
Mariner
34
Mariner
Kansas
$2.32M +$559K +5,513 +31%
TWA
35
TCI Wealth Advisors
Arizona
$2.13M +$36.6K +361 +2%
OC
36
Oppenheimer & Co
New York
$2.1M -$76.7K -756 -3%
JP Morgan Chase
37
JP Morgan Chase
New York
$2M +$2.04M +20,081 New
Osaic Holdings
38
Osaic Holdings
Arizona
$1.93M +$790K +7,786 +68%
FHC
39
First Heartland Consultants
Missouri
$1.91M +$264K +2,600 +16%
OWA
40
Oak Wealth Advisors
Illinois
$1.74M – – –
PCMC
41
Paragon Capital Management (Colorado)
Colorado
$1.74M -$20.3K -200 -1%
FMN
42
Financial Management Network
California
$1.64M +$380K +3,746 +30%
Cerity Partners
43
Cerity Partners
New York
$1.61M -$155K -1,528 -9%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$558K +5,498 +53%
SWM
45
SigFig Wealth Management
California
$1.52M +$121K +1,192 +9%
FF
46
Frankly Finances
Florida
$1.48M +$85.2K +840 +6%
VFA
47
Valeo Financial Advisors
Indiana
$1.47M +$123K +1,212 +9%
FIM
48
Freedom Investment Management
Connecticut
$1.45M +$8.01K +79 +0.5%
SCM
49
Sheridan Capital Management
California
$1.45M +$454K +4,475 +45%
BPA
50
Beacon Pointe Advisors
California
$1.43M +$1.07M +10,556 +281%
1
2
3 4 5

VTEI Hedge Fund Activity: Q1 2026 in Review

155 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q1 2026, worth a combined $737M — up 22% from $603M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VTEI positions and 14 closed out — a net gain of 17 holders — while 84 added to existing stakes and 18 trimmed.

The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $58.8M. The largest seller was TIAA Trust, National Association, cutting an estimated $40.6M.

  • 155 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q1 2026, up from 141 in Q4 2025.
  • Funds reported $737M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q1 2026, up 22% quarter-over-quarter.
  • 31 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q1 2026 and 14 closed out, a net change of +17 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q1 2026 was Ferguson Wellman Capital Management, an estimated $58.8M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $40.6M sold.

Based on aggregated 13F filings for Q1 2026.