We are live on ! Find out more
VTEI icon

Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

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.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 3

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

203% more capital invested

Capital invested by funds: $38.9M → $118M (+$79M)

97% more funds holding

Funds holding: 31 → 61 (+30)

22.57% more ownership

Funds ownership: 15.69% → 38.26% (+23%)

Holders
61
Holders Change
+30
Holders Change %
+96.77%
% of All Funds
0.8%
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

Rank Fund Capital Flow
1
UA
Unison Advisors
District of Columbia
+$56.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.81M
3
LPL Financial
LPL Financial
California
+$2.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.54M
5
SJGA
Stephen J. Garry & Associates
New York
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.65M
2
JP Morgan Chase
JP Morgan Chase
New York
-$945K
3
PCMC
Paragon Capital Management (Colorado)
Colorado
-$512K
4
CL
Choreo LLC
Illinois
-$502K
5
SPC
Sigma Planning Corp
Michigan
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
2L
26
25 LLC
Missouri
$615K +$2.5K +25 +0.4%
MW
27
Maia Wealth
Colorado
$590K +$592K +5,914 New
TFO
28
Timonier Family Office
North Carolina
$587K +$591K +5,907 New
APP
29
Avantax Planning Partners
Iowa
$586K +$590K +5,899 New
MPW
30
Magnolia Private Wealth
Pennsylvania
$502K +$505K +5,050 New
PGFC
31
Peapack-Gladstone Financial Corp
New Jersey
$475K -$60K -600 -11%
SMA
32
Sage Mountain Advisors
Georgia
$448K – – –
BPA
33
Beacon Pointe Advisors
California
$435K -$120K -1,199 -22%
GA
34
Gordian Advisors
Arizona
$429K +$432K +4,313 New
PCA
35
Prosperity Capital Advisors
Ohio
$415K +$418K +4,176 New
KPWS
36
Kestra Private Wealth Services
Texas
$383K +$86.3K +862 +29%
Comerica Bank
37
Comerica Bank
Texas
$354K +$356K +3,560 New
NRC
38
New Republic Capital
North Carolina
$344K +$346K +3,460 New
JWA
39
JFS Wealth Advisors
Pennsylvania
$318K +$195K +1,945 +156%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$312K +$314K +3,142 New
VFA
41
Valeo Financial Advisors
Indiana
$310K +$312K +3,120 New
Osaic Holdings
42
Osaic Holdings
Arizona
$303K +$166K +1,660 +120%
OWA
43
Oak Wealth Advisors
Illinois
$295K +$297K +2,965 New
Corient Private Wealth
44
Corient Private Wealth
Florida
$283K +$285K +2,850 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$271K -$132K -1,315 -33%
WCM
46
Winebrenner Capital Management
Kentucky
$268K +$270K +2,700 New
IA
47
IFG Advisory
Georgia
$258K +$260K +2,600 New
LAM
48
Lakewood Asset Management
Illinois
$249K +$2.2K +22 +0.9%
HTHT
49
Hemenway Trust Hemenway Trust
New Hampshire
$247K – – –
SOAG
50
Silver Oak Advisory Group
Oregon
$221K – – –
1
2
3

VTEI Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q4 2024, worth a combined $118M — up 203% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VTEI positions and 3 closed out — a net gain of 30 holders — while 18 added to existing stakes and 5 trimmed.

The largest buyer was Unison Advisors, opening a new position worth an estimated $56.2M. The largest seller was Jane Street, cutting an estimated $1.65M.

  • 61 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $118M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q4 2024, up 203% quarter-over-quarter.
  • 33 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q4 2024 and 3 closed out, a net change of +30 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q4 2024 was Unison Advisors, an estimated $56.2M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q4 2024 was Jane Street, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2024.