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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 %
CA
51
CoreCap Advisors
Michigan
$473K +$3.45K +35 +0.7%
LWM
52
Luminvest Wealth Management
Arizona
$471K -$179K -1,816 -28%
SCM
53
Sheridan Capital Management
California
$444K +$444K +4,500 New
SCM
54
SCS Capital Management
Massachusetts
$433K +$433K +4,390 New
CBT
55
Crews Bank & Trust
Florida
$429K +$65.1K +660 +18%
GA
56
Gordian Advisors
Arizona
$425K
FPCP
57
Fort Point Capital Partners
California
$420K -$97.2K -986 -19%
IA
58
IFG Advisory
Georgia
$414K +$128K +1,300 +45%
KPWS
59
Kestra Private Wealth Services
Texas
$399K +$1.97K +20 +0.5%
FLPIM
60
F.L. Putnam Investment Management
Massachusetts
$391K
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$369K +$369K +3,740 New
NRC
62
New Republic Capital
North Carolina
$341K
HF
63
HRT Financial
New York
$321K +$321K +3,260 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$311K -$85.4K -866 -22%
SMA
65
Sage Mountain Advisors
Georgia
$294K -$150K -1,526 -34%
Raymond James Financial
66
Raymond James Financial
Florida
$288K +$288K +2,926 New
Corient Private Wealth
67
Corient Private Wealth
Florida
$288K +$6.01K +61 +2%
WCM
68
Winebrenner Capital Management
Kentucky
$266K
LAM
69
Lakewood Asset Management
Illinois
$258K +$1.68K +17 +0.7%
HTHT
70
Hemenway Trust Hemenway Trust
New Hampshire
$245K
Comerica Bank
71
Comerica Bank
Texas
$221K -$141K -1,427 -39%
CAM
72
Cresset Asset Management
Illinois
$216K
WA
73
Westfuller Advisors
New York
$216K +$1.68K +17 +0.8%
KAS
74
Kestra Advisory Services
Texas
$208K -$493 -5 -0.2%
AWM
75
Aberdeen Wealth Management
Illinois
$200K