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Vanguard Intermediate-Term Tax-Exempt Bond ETF

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: 6177 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$370K -$536K -5,386 -59%
CBT
52
Crews Bank & Trust
Florida
$365K +$228K +2,290 +164%
Comerica Bank
53
Comerica Bank
Texas
$363K +$11.1K +112 +3%
NRC
54
New Republic Capital
North Carolina
$342K
SWM
55
SigFig Wealth Management
California
$321K +$324K +3,251 New
BMCM
56
Bryn Mawr Capital Management
Pennsylvania
$296K +$299K +3,000 New
OWA
57
Oak Wealth Advisors
Illinois
$290K -$2.98K -30 -1%
IA
58
IFG Advisory
Georgia
$287K +$29.9K +300 +12%
Corient Private Wealth
59
Corient Private Wealth
Florida
$282K +$796 +8 +0.3%
SMG
60
Smart Money Group
Texas
$269K +$271K +2,726 New
WCM
61
Winebrenner Capital Management
Kentucky
$267K
LAM
62
Lakewood Asset Management
Illinois
$257K +$9.15K +92 +4%
HTHT
63
Hemenway Trust Hemenway Trust
New Hampshire
$245K
CAM
64
Cresset Asset Management
Illinois
$217K +$218K +2,195 New
WA
65
Westfuller Advisors
New York
$214K +$995 +10 +0.5%
KAS
66
Kestra Advisory Services
Texas
$209K +$210K +2,113 New
AWM
67
Aberdeen Wealth Management
Illinois
$201K +$202K +2,033 New
Osaic Holdings
68
Osaic Holdings
Arizona
$189K -$113K -1,139 -37%
SIC
69
SJS Investment Consulting
Ohio
$112K
MWA
70
Moser Wealth Advisors
Washington
$93.9K -$4.98K -50 -5%
GK
71
Graney & King
New York
$48.8K
DPW
72
DiNuzzo Private Wealth
Pennsylvania
$47.1K +$4.98K +50 +12%
JP Morgan Chase
73
JP Morgan Chase
New York
$41.4K +$41.7K +419 New
SWM
74
Spire Wealth Management
Virginia
$22.7K +$19.9K +200 +667%
ANBT
75
American National Bank & Trust
Texas
$8.3K +$3.38K +34 +68%

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.