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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

Overview Fund Activity

86 hedge funds and large institutions have $287M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
42
Reduced
15
Closed
9
Calls
$315K
Puts
$99K
Net Calls
+$216K
Net Calls Change
+$216K

Top Buyers

1
UA
1
Unison Advisors
District of Columbia
$58.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$20.8M
3
JIC
3
Joel Isaacson & Co
New York
$20.3M
4
APP
4
Avantax Planning Partners
Iowa
$16.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.7M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$0
2
VFA
2
Valeo Financial Advisors
Indiana
$1.42M
3
OMC
3
Old Mission Capital
Illinois
$2.24M
4
EFP
4
Elser Financial Planning
Indiana
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SJGA
26
Stephen J. Garry & Associates
New York
$1.43M 14,466 -250 -2%
VFA
27
Valeo Financial Advisors
Indiana
$1.42M 14,408 -17,583 -55%
FIM
28
Freedom Investment Management
Connecticut
$1.41M 14,259 +101 +0.7%
FHC
29
First Heartland Consultants
Missouri
$1.4M 14,187 +14,187 New
OHWA
30
Oak Hill Wealth Advisors
Virginia
$1.3M 13,207 -639 -5%
Citadel Advisors
31
Citadel Advisors
Florida
$1.2M 12,138 +3,192 +36%
HH
32
Hilltop Holdings
Texas
$1.16M 11,740 -83 -0.7%
BMCM
33
Bryn Mawr Capital Management
Pennsylvania
$1.05M 10,677 +7,677 +256%
FMN
34
Financial Management Network
California
$1.04M 10,547 +2,183 +26%
FHA
35
Flagship Harbor Advisors
Massachusetts
$946K 9,600 +9,600 New
CA
36
Clearstead Advisors
Ohio
$944K 9,578 +9,578 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$905K 9,178 -119 -1%
MMPW
38
Mitchell McLeod Pugh & Williams
Alabama
$819K 8,308 +87 +1%
STFP
39
Signal Tree Financial Partners
Ohio
$814K 8,258 +8,258 New
GPW
40
Genesis Private Wealth
Virginia
$804K 8,162 -629 -7%
SWM
41
SigFig Wealth Management
California
$774K 7,879 +4,628 +142%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$759K 7,705 +2,925 +61%
OWA
43
Oak Wealth Advisors
Illinois
$737K 7,478 +4,543 +155%
MW
44
Maia Wealth
Colorado
$676K 6,861 +739 +12%
2L
45
25 LLC
Missouri
$612K 6,212 +12 +0.2%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$565K 5,734 +5,734 New
OIA
47
OneDigital Investment Advisors
Kansas
$507K 5,141 +5,141 New
Brown Advisory
48
Brown Advisory
Maryland
$493K 5,000 – –
SI
49
Seeds Investor
New York
$484K 4,910 +4,910 New
HI
50
Harbour Investments
Wisconsin
$484K 4,906 -155 -3%
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