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Vanguard Intermediate-Term Tax-Exempt Bond ETF

87 hedge funds and large institutions have $287M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
42
Reduced
16
Closed
9
Calls
$315K
Puts
$99K
Net Calls
+$216K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Shares
Change %
SJGA
26
Stephen J. Garry & Associates
New York
$1.43M -$24.6K -250 -2%
VFA
27
Valeo Financial Advisors
Indiana
$1.42M -$1.73M -17,583 -55%
FIM
28
Freedom Investment Management
Connecticut
$1.41M +$9.96K +101 +0.7%
FHC
29
First Heartland Consultants
Missouri
$1.4M +$1.4M +14,187 New
OHWA
30
Oak Hill Wealth Advisors
Virginia
$1.3M -$62.9K -639 -5%
Citadel Advisors
31
Citadel Advisors
Florida
$1.2M +$315K +3,192 +36%
HH
32
Hilltop Holdings
Texas
$1.16M -$8.18K -83 -0.7%
BMCM
33
Bryn Mawr Capital Management
Pennsylvania
$1.05M +$757K +7,677 +256%
FMN
34
Financial Management Network
California
$1.04M +$215K +2,183 +26%
FHA
35
Flagship Harbor Advisors
Massachusetts
$946K +$946K +9,600 New
CA
36
Clearstead Advisors
Ohio
$944K +$944K +9,578 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$905K -$11.7K -119 -1%
MMPW
38
Mitchell McLeod Pugh & Williams
Alabama
$819K +$8.58K +87 +1%
STFP
39
Signal Tree Financial Partners
Ohio
$814K +$814K +8,258 New
GPW
40
Genesis Private Wealth
Virginia
$804K -$62K -629 -7%
SWM
41
SigFig Wealth Management
California
$774K +$455K +4,628 +142%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$759K +$288K +2,925 +61%
OWA
43
Oak Wealth Advisors
Illinois
$737K +$448K +4,543 +155%
MW
44
Maia Wealth
Colorado
$676K +$72.8K +739 +12%
2L
45
25 LLC
Missouri
$612K +$1.18K +12 +0.2%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$565K +$565K +5,734 New
OIA
47
OneDigital Investment Advisors
Kansas
$507K +$507K +5,141 New
Brown Advisory
48
Brown Advisory
Maryland
$493K
SI
49
Seeds Investor
New York
$484K +$484K +4,910 New
HI
50
Harbour Investments
Wisconsin
$484K -$15.3K -155 -3%