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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

87 hedge funds and large institutions have $290M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $315K | Put options by funds: $99K

169% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 16

125% more capital invested

Capital invested by funds: $129M → $290M (+$161M)

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

19.28% more ownership

Funds ownership: 31.19% → 50.46% (+19%)

13% more funds holding

Funds holding: 77 → 87 (+10)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% 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
43
Reduced
16
Closed
9
Calls
$315K
Puts
$99K
Net Calls
+$216K
Net Calls Change
+$216K

Top Buyers

Rank Fund Capital Flow
1
UA
Unison Advisors
District of Columbia
+$58.2M
2
HighTower Advisors
HighTower Advisors
Illinois
+$20.6M
3
JIC
Joel Isaacson & Co
New York
+$17.5M
4
APP
Avantax Planning Partners
Iowa
+$14.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.12M

Top Sellers

Rank Fund Capital Flow
1
VFA
Valeo Financial Advisors
Indiana
-$1.72M
2
OMC
Old Mission Capital
Illinois
-$1.15M
3
EFP
Elser Financial Planning
Indiana
-$933K
4
BPA
Beacon Pointe Advisors
California
-$726K
5
MPW
Magnolia Private Wealth
Pennsylvania
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.43M +$913K +9,329 +181%
SJGA
27
Stephen J. Garry & Associates
New York
$1.43M -$24.5K -250 -2%
VFA
28
Valeo Financial Advisors
Indiana
$1.42M -$1.72M -17,583 -55%
FIM
29
Freedom Investment Management
Connecticut
$1.41M +$9.89K +101 +0.7%
FHC
30
First Heartland Consultants
Missouri
$1.4M +$1.39M +14,187 New
OHWA
31
Oak Hill Wealth Advisors
Virginia
$1.3M -$62.6K -639 -5%
Citadel Advisors
32
Citadel Advisors
Florida
$1.2M +$312K +3,192 +36%
HH
33
Hilltop Holdings
Texas
$1.16M -$8.13K -83 -0.7%
BMCM
34
Bryn Mawr Capital Management
Pennsylvania
$1.05M +$751K +7,677 +256%
FMN
35
Financial Management Network
California
$1.04M +$214K +2,183 +26%
FHA
36
Flagship Harbor Advisors
Massachusetts
$946K +$940K +9,600 New
CA
37
Clearstead Advisors
Ohio
$944K +$938K +9,578 New
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$905K -$11.6K -119 -1%
MMPW
39
Mitchell McLeod Pugh & Williams
Alabama
$819K +$8.52K +87 +1%
STFP
40
Signal Tree Financial Partners
Ohio
$814K +$808K +8,258 New
GPW
41
Genesis Private Wealth
Virginia
$804K -$61.6K -629 -7%
SWM
42
SigFig Wealth Management
California
$774K +$453K +4,628 +142%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$759K +$286K +2,925 +61%
OWA
44
Oak Wealth Advisors
Illinois
$737K +$445K +4,543 +155%
MW
45
Maia Wealth
Colorado
$676K +$72.3K +739 +12%
2L
46
25 LLC
Missouri
$612K +$1.18K +12 +0.2%
MCCA
47
Mill Creek Capital Advisors
Pennsylvania
$565K +$561K +5,734 New
OIA
48
OneDigital Investment Advisors
Kansas
$507K +$503K +5,141 New
Brown Advisory
49
Brown Advisory
Maryland
$493K – – –
SI
50
Seeds Investor
New York
$484K +$481K +4,910 New
1
2
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VTEI Hedge Fund Activity: Q2 2025 in Review

87 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q2 2025, worth a combined $290M — up 125% from $129M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VTEI positions and 9 closed out — a net gain of 10 holders — while 43 added to existing stakes and 16 trimmed.

The largest buyer was Unison Advisors, opening a new position worth an estimated $58.2M. The largest seller was Valeo Financial Advisors, cutting an estimated $1.72M.

  • 87 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q2 2025, up from 77 in Q1 2025.
  • Funds reported $290M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q2 2025, up 125% quarter-over-quarter.
  • 19 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q2 2025 and 9 closed out, a net change of +10 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q2 2025 was Unison Advisors, an estimated $58.2M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q2 2025 was Valeo Financial Advisors, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2025.