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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

77 hedge funds and large institutions have $129M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

26% more funds holding

Funds holding: 61 → 77 (+16)

9% more capital invested

Capital invested by funds: $118M → $129M (+$10.8M)

7.08% less ownership

Funds ownership: 38.26% → 31.19% (-7.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
35
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.9M
2
EH
Equitable Holdings
New York
+$8.82M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.27M
4
APC
Aspire Private Capital
North Carolina
+$3.83M
5
ATPW
Ashton Thomas Private Wealth
Arizona
+$3.62M

Top Sellers

Rank Fund Capital Flow
1
UA
Unison Advisors
District of Columbia
-$55.8M
2
FHC
First Heartland Consultants
Missouri
-$1.26M
3
Raymond James Financial
Raymond James Financial
Florida
-$727K
4
EWA
EverSource Wealth Advisors
Alabama
-$536K
5
Jane Street
Jane Street
New York
-$256K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$884K +$161K +1,616 +22%
GPW
27
Genesis Private Wealth
Virginia
$869K -$1.59K -16 -0.2%
FMN
28
Financial Management Network
California
$820K +$160K +1,611 +24%
MMPW
29
Mitchell McLeod Pugh & Williams
Alabama
$812K +$47.8K +480 +6%
BPA
30
Beacon Pointe Advisors
California
$726K +$296K +2,976 +68%
IWS
31
Integrity Wealth Solutions
Colorado
$662K +$667K +6,700 New
LWM
32
Luminvest Wealth Management
Arizona
$652K – – –
SOAG
33
Silver Oak Advisory Group
Oregon
$649K +$432K +4,342 +195%
TFO
34
Timonier Family Office
North Carolina
$632K +$49.1K +493 +8%
2L
35
25 LLC
Missouri
$613K +$1.19K +12 +0.2%
MW
36
Maia Wealth
Colorado
$596K +$20.7K +208 +4%
FPCP
37
Fort Point Capital Partners
California
$518K +$522K +5,244 New
Truist Financial
38
Truist Financial
North Carolina
$510K +$513K +5,160 New
HI
39
Harbour Investments
Wisconsin
$500K -$167K -1,674 -25%
MPW
40
Magnolia Private Wealth
Pennsylvania
$499K – – –
Brown Advisory
41
Brown Advisory
Maryland
$494K +$498K +5,000 New
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$472K – – –
CA
43
CoreCap Advisors
Michigan
$471K +$474K +4,768 New
SMA
44
Sage Mountain Advisors
Georgia
$446K – – –
GA
45
Gordian Advisors
Arizona
$426K – – –
JWA
46
JFS Wealth Advisors
Pennsylvania
$415K +$99.5K +1,000 +31%
IAN
47
Integrated Advisors Network
Texas
$410K +$413K +4,148 New
KPWS
48
Kestra Private Wealth Services
Texas
$398K +$17.1K +172 +4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$397K +$400K +4,017 New
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$392K +$395K +3,968 New
1
2
3 4

VTEI Hedge Fund Activity: Q1 2025 in Review

77 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q1 2025, worth a combined $129M — up 9.2% from $118M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VTEI positions and 5 closed out — a net gain of 16 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $20.9M. The largest seller was Unison Advisors, exiting entirely with an estimated $55.8M sold.

  • 77 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q1 2025, up from 61 in Q4 2024.
  • Funds reported $129M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q1 2025, up 9.2% quarter-over-quarter.
  • 21 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q1 2025 and 5 closed out, a net change of +16 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $20.9M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q1 2025 was Unison Advisors, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2025.