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Vanguard Intermediate-Term Tax-Exempt Bond ETF

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: 7787 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$484K -$15.2K -155 -3%
CA
52
CoreCap Advisors
Michigan
$473K +$3.43K +35 +0.7%
LWM
53
Luminvest Wealth Management
Arizona
$471K -$178K -1,816 -28%
SCM
54
Sheridan Capital Management
California
$444K +$440K +4,500 New
SCM
55
SCS Capital Management
Massachusetts
$433K +$430K +4,390 New
CBT
56
Crews Bank & Trust
Florida
$429K +$64.6K +660 +18%
GA
57
Gordian Advisors
Arizona
$425K
FPCP
58
Fort Point Capital Partners
California
$420K -$96.5K -986 -19%
IA
59
IFG Advisory
Georgia
$414K +$127K +1,300 +45%
KPWS
60
Kestra Private Wealth Services
Texas
$399K +$1.96K +20 +0.5%
FLPIM
61
F.L. Putnam Investment Management
Massachusetts
$391K
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$369K +$366K +3,740 New
Osaic Holdings
63
Osaic Holdings
Arizona
$364K +$175K +1,785 +93%
NRC
64
New Republic Capital
North Carolina
$341K
HF
65
HRT Financial
New York
$321K +$319K +3,260 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$311K -$84.8K -866 -22%
SMA
67
Sage Mountain Advisors
Georgia
$294K -$149K -1,526 -34%
Raymond James Financial
68
Raymond James Financial
Florida
$288K +$286K +2,926 New
Corient Private Wealth
69
Corient Private Wealth
Florida
$288K +$5.97K +61 +2%
WCM
70
Winebrenner Capital Management
Kentucky
$266K
LAM
71
Lakewood Asset Management
Illinois
$258K +$1.66K +17 +0.7%
HTHT
72
Hemenway Trust Hemenway Trust
New Hampshire
$245K
Comerica Bank
73
Comerica Bank
Texas
$221K -$140K -1,427 -39%
WA
74
Westfuller Advisors
New York
$216K +$1.66K +17 +0.8%
KAS
75
Kestra Advisory Services
Texas
$208K -$489 -5 -0.2%

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.