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Vanguard Intermediate-Term Tax-Exempt Bond ETF

141 hedge funds and large institutions have $603M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 6

344% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 16

29% more funds holding

Funds holding: 109141 (+32)

11% more capital invested

Capital invested by funds: $542M → $603M (+$60.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.06% less ownership

Funds ownership: 61.59%56.53% (-5.1%)

Holders
141
Holders Change
+32
Holders Change %
+29.36%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
71
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$1.13M +$418K +4,148 +59%
FHA
52
Flagship Harbor Advisors
Massachusetts
$1.11M +$140K +1,395 +15%
FTUS
53
Flow Traders U.S.
New York
$1.09M +$1.09M +10,809 New
BMCM
54
Bryn Mawr Capital Management
Pennsylvania
$1.08M
SJGA
55
Stephen J. Garry & Associates
New York
$1.05M -$366K -3,630 -26%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$647K +6,427 +164%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$1.03M
SCM
58
Sheridan Capital Management
California
$1.01M +$141K +1,400 +16%
SFC
59
Sprinkle Financial Consultants
Colorado
$1.01M +$1.01M +10,000 New
HSA
60
HBK Sorce Advisory
Pennsylvania
$996K +$150K +1,489 +18%
IA
61
IAM Advisory
Pennsylvania
$967K +$965K +9,586 New
VCP
62
Vista Capital Partners
Oregon
$965K
FPCP
63
Fort Point Capital Partners
California
$948K +$940K +9,332 New
STFP
64
Signal Tree Financial Partners
Ohio
$927K +$93.8K +931 +11%
Raymond James Financial
65
Raymond James Financial
Florida
$922K -$8.39M -83,281 -90%
FFA
66
Farther Finance Advisors
California
$909K -$124K -1,231 -12%
JWA
67
JFS Wealth Advisors
Pennsylvania
$883K +$320K +3,180 +57%
NA
68
NewEdge Advisors
Louisiana
$834K +$357K +3,543 +75%
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$777K
EFP
70
Elser Financial Planning
Indiana
$707K +$52.6K +522 +8%
RPC
71
Rossmore Private Capital
Connecticut
$706K +$705K +6,998 New
CB
72
Cadence Bank
Mississippi
$698K +$349K +3,463 +100%
TPF
73
Tribridge Partners Financial
Maryland
$640K +$350K +3,474 +121%
2L
74
25 LLC
Missouri
$636K +$2.62K +26 +0.4%
KAS
75
Kestra Advisory Services
Texas
$622K +$504 +5 +0.1%