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Vanguard Intermediate-Term Tax-Exempt Bond ETF

109 hedge funds and large institutions have $542M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 12

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

87% more capital invested

Capital invested by funds: $290M → $542M (+$253M)

25% more funds holding

Funds holding: 87109 (+22)

11.13% more ownership

Funds ownership: 50.46%61.59% (+11%)

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
48
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
26
Integrity Wealth Solutions
Colorado
$1.93M -$9.89K -100 -0.5%
PPWM
27
PFG Private Wealth Management
Florida
$1.93M +$1.9M +19,244 New
TFO
28
Timonier Family Office
North Carolina
$1.89M +$309K +3,126 +20%
PCMC
29
Paragon Capital Management (Colorado)
Colorado
$1.75M -$586K -5,927 -25%
OHWA
30
Oak Hill Wealth Advisors
Virginia
$1.68M +$354K +3,574 +27%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$1.68M +$1.5M +15,205 +982%
Mariner
32
Mariner
Kansas
$1.61M +$32.3K +326 +2%
FHC
33
First Heartland Consultants
Missouri
$1.6M +$171K +1,730 +12%
FIM
34
Freedom Investment Management
Connecticut
$1.44M +$9.4K +95 +0.7%
SJGA
35
Stephen J. Garry & Associates
New York
$1.41M -$38.6K -390 -3%
OC
36
Oppenheimer & Co
New York
$1.39M +$1.38M +13,900 New
SWM
37
SigFig Wealth Management
California
$1.36M +$567K +5,729 +73%
ADBIC
38
A.D. Beadell Investment Counsel
Wisconsin
$1.35M +$1.33M +13,475 New
HH
39
Hilltop Holdings
Texas
$1.32M +$139K +1,408 +12%
OWA
40
Oak Wealth Advisors
Illinois
$1.23M +$471K +4,757 +64%
FMN
41
Financial Management Network
California
$1.17M +$113K +1,146 +11%
MMPW
42
Mitchell McLeod Pugh & Williams
Alabama
$1.17M +$321K +3,241 +39%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$1.15M +$224K +2,261 +25%
VFA
44
Valeo Financial Advisors
Indiana
$1.11M -$331K -3,342 -23%
BMCM
45
Bryn Mawr Capital Management
Pennsylvania
$1.07M
CA
46
Clearstead Advisors
Ohio
$1.06M +$100K +1,013 +11%
FFA
47
Farther Finance Advisors
California
$1.03M +$1.01M +10,243 New
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$1.03M +$641K +6,479 +173%
FHA
49
Flagship Harbor Advisors
Massachusetts
$963K
VCP
50
Vista Capital Partners
Oregon
$960K +$947K +9,568 New