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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

Overview Fund Activity

61 hedge funds and large institutions have $118M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+30
Holders Change %
+96.77%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
18
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UA
1
Unison Advisors
District of Columbia
$55.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.78M
3
LPL Financial
3
LPL Financial
California
$2.41M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.8M
5
SJGA
5
Stephen J. Garry & Associates
New York
$1.48M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
PCMC
3
Paragon Capital Management (Colorado)
Colorado
$914K
4
CL
4
Choreo LLC
Illinois
$0
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
2L
26
25 LLC
Missouri
$615K 6,188 +25 +0.4%
MW
27
Maia Wealth
Colorado
$590K 5,914 +5,914 New
TFO
28
Timonier Family Office
North Carolina
$587K 5,907 +5,907 New
APP
29
Avantax Planning Partners
Iowa
$586K 5,899 +5,899 New
MPW
30
Magnolia Private Wealth
Pennsylvania
$502K 5,050 +5,050 New
PGFC
31
Peapack-Gladstone Financial Corp
New Jersey
$475K 4,780 -600 -11%
SMA
32
Sage Mountain Advisors
Georgia
$448K 4,510 – –
BPA
33
Beacon Pointe Advisors
California
$435K 4,375 -1,199 -22%
GA
34
Gordian Advisors
Arizona
$429K 4,313 +4,313 New
PCA
35
Prosperity Capital Advisors
Ohio
$415K 4,176 +4,176 New
KPWS
36
Kestra Private Wealth Services
Texas
$383K 3,854 +862 +29%
Comerica Bank
37
Comerica Bank
Texas
$354K 3,560 +3,560 New
NRC
38
New Republic Capital
North Carolina
$344K 3,460 +3,460 New
JWA
39
JFS Wealth Advisors
Pennsylvania
$318K 3,195 +1,945 +156%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$312K 3,142 +3,142 New
VFA
41
Valeo Financial Advisors
Indiana
$310K 3,120 +3,120 New
Osaic Holdings
42
Osaic Holdings
Arizona
$303K 3,049 +1,660 +120%
OWA
43
Oak Wealth Advisors
Illinois
$295K 2,965 +2,965 New
Corient Private Wealth
44
Corient Private Wealth
Florida
$283K 2,850 +2,850 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$271K 2,724 -1,315 -33%
WCM
46
Winebrenner Capital Management
Kentucky
$268K 2,700 +2,700 New
IA
47
IFG Advisory
Georgia
$258K 2,600 +2,600 New
LAM
48
Lakewood Asset Management
Illinois
$249K 2,508 +22 +0.9%
HTHT
49
Hemenway Trust Hemenway Trust
New Hampshire
$247K 2,483 – –
SOAG
50
Silver Oak Advisory Group
Oregon
$221K 2,229 – –
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2
3