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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
WTC
51
WhitTier Trust Company
Nevada
$936K +$924K +9,341 New
GPW
52
Genesis Private Wealth
Virginia
$881K +$61K +616 +8%
SCM
53
Sheridan Capital Management
California
$865K +$408K +4,125 +92%
AQR Capital Management
54
AQR Capital Management
Connecticut
$845K -$1.12M -11,340 -57%
HSA
55
HBK Sorce Advisory
Pennsylvania
$835K +$821K +8,294 New
STFP
56
Signal Tree Financial Partners
Ohio
$828K
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$773K
Osaic Holdings
58
Osaic Holdings
Arizona
$761K +$395K +3,990 +108%
HI
59
Harbour Investments
Wisconsin
$704K +$208K +2,107 +43%
MW
60
Maia Wealth
Colorado
$658K -$33.2K -336 -5%
EFP
61
Elser Financial Planning
Indiana
$649K +$642K +6,486 New
2L
62
25 LLC
Missouri
$630K +$7.13K +72 +1%
KAS
63
Kestra Advisory Services
Texas
$618K +$401K +4,052 +192%
JWA
64
JFS Wealth Advisors
Pennsylvania
$559K +$552K +5,575 New
OIA
65
OneDigital Investment Advisors
Kansas
$520K +$3.86K +39 +0.8%
WA
66
Waverly Advisors
Alabama
$507K +$500K +5,056 New
CA
67
CoreCap Advisors
Michigan
$484K +$2.57K +26 +0.5%
LWM
68
Luminvest Wealth Management
Arizona
$480K
NA
69
NewEdge Advisors
Louisiana
$474K +$468K +4,726 New
SAM
70
S.A. Mason
Michigan
$451K +$445K +4,500 New
SCM
71
SCS Capital Management
Massachusetts
$440K
CBT
72
Crews Bank & Trust
Florida
$436K
GA
73
Gordian Advisors
Arizona
$433K
IA
74
IFG Advisory
Georgia
$421K
IAN
75
Integrated Advisors Network
Texas
$412K +$407K +4,109 New