Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
31 hedge funds and large institutions have $38.9M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 3 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
118% more capital invested
Capital invested by funds: $17.8M → $38.9M (+$21.1M)
63% more funds holding
Funds holding: 19 → 31 (+12)
5.33% more ownership
Funds ownership: 10.37% → 15.69% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$8.03M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.15M |
| 3 |
Jane Street
New York
|
+$1.39M |
| 4 |
JP Morgan Chase
New York
|
+$937K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$867K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$772K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$233K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$233K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$97.2K |
| 5 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
-$49.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $141K | +$30.9K | +308 | +28% |
|
|
JWA
27
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $126K | +$125K | +1,250 | New |
|
|
MWA
28
Moser Wealth Advisors
Bellevue,
Washington
| $101K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $46.4K | +$46K | +459 | New |
|
|
SIC
30
SJS Investment Consulting
Sylvania,
Ohio
| $5.36K | +$401 | +4 | +8% |
|
31
Morgan Stanley
New York
| $200 | – | – | – |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$772K | -7,771 | Closed |
|
|
BCI
33
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$233K | -2,345 | Closed |
|
|
OPS
34
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$233K | -2,345 | Closed |
|
VTEI Hedge Fund Activity: Q3 2024 in Review
31 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q3 2024, worth a combined $38.9M — up 118% from $17.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new VTEI positions and 3 closed out — a net gain of 12 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $8.03M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $772K sold.
- 31 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q3 2024, up from 19 in Q2 2024.
- Funds reported $38.9M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q3 2024, up 118% quarter-over-quarter.
- 15 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q3 2024 and 3 closed out, a net change of +12 holders.
- The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q3 2024 was Heartwood Wealth Advisors, an estimated $8.03M added.
- The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q3 2024 was Susquehanna International Group, an estimated $772K sold.
Based on aggregated 13F filings for Q3 2024.