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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

155 hedge funds and large institutions have $737M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 18

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $603M → $737M (+$134M)

10% more funds holding

Funds holding: 141 → 155 (+14)

0.97% more ownership

Funds ownership: 56.53% → 57.5% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
84
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
Ferguson Wellman Capital Management
Oregon
+$58.8M
2
UA
Unison Advisors
District of Columbia
+$17.5M
3
Bank of America
Bank of America
North Carolina
+$7.29M
4
Jane Street
Jane Street
New York
+$6.56M
5
FFBTD
First Financial Bank - Trust Division
Ohio
+$3.86M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$40.6M
2
P
&Partners
Tennessee
-$2.71M
3
HWA
Heartwood Wealth Advisors
Virginia
-$1.88M
4
HH
Hilltop Holdings
Texas
-$1.33M
5
HighTower Advisors
HighTower Advisors
Illinois
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
76
Focus Partners Advisor Solutions
Missouri
$846K +$858K +8,461 New
IIA
77
Integrity Investment Advisors
Colorado
$838K +$850K +8,380 New
KPWS
78
Kestra Private Wealth Services
Texas
$833K +$453K +4,469 +116%
NA
79
NewEdge Advisors
Louisiana
$799K -$27.9K -275 -3%
PGFC
80
Peapack-Gladstone Financial Corp
New Jersey
$770K – – –
RPC
81
Rossmore Private Capital
Connecticut
$768K +$69.7K +687 +10%
TPF
82
Tribridge Partners Financial
Maryland
$740K +$106K +1,048 +17%
AA
83
Alesco Advisors
New York
$725K +$287K +2,830 +64%
SP
84
Sequent Planning
Nebraska
$718K +$345K +3,406 +90%
EFP
85
Elser Financial Planning
Indiana
$703K +$2.43K +24 +0.3%
HNB
86
Huntington National Bank
Ohio
$692K +$702K +6,922 New
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$681K +$101K +1,000 +17%
AFG
88
Atomi Financial Group
New York
$638K +$647K +6,382 New
2L
89
25 LLC
Missouri
$631K – – –
KAS
90
Kestra Advisory Services
Texas
$616K +$101 +1 +0%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$615K +$196K +1,935 +46%
GWP
92
Gateway Wealth Partners
Wisconsin
$614K +$623K +6,140 New
BEI
93
Benjamin Edwards Inc
Missouri
$606K +$85.6K +844 +16%
TCIIS
94
TIAA-CREF Individual & Institutional Services
New York
$595K +$604K +5,957 New
CBT
95
Crews Bank & Trust
Florida
$551K – – –
WP
96
WealthSpring Partners
California
$527K +$535K +5,276 New
OIA
97
OneDigital Investment Advisors
Kansas
$526K +$2.64K +26 +0.5%
DBRC
98
D.B. Root & Company
Pennsylvania
$502K +$510K +5,025 New
PSCM
99
Per Stirling Capital Management
Texas
$492K +$499K +4,923 New
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$492K +$171K +1,687 +59%
2 3
4
5 6

VTEI Hedge Fund Activity: Q1 2026 in Review

155 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q1 2026, worth a combined $737M — up 22% from $603M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VTEI positions and 14 closed out — a net gain of 17 holders — while 84 added to existing stakes and 18 trimmed.

The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $58.8M. The largest seller was TIAA Trust, National Association, cutting an estimated $40.6M.

  • 155 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q1 2026, up from 141 in Q4 2025.
  • Funds reported $737M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q1 2026, up 22% quarter-over-quarter.
  • 31 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q1 2026 and 14 closed out, a net change of +17 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q1 2026 was Ferguson Wellman Capital Management, an estimated $58.8M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $40.6M sold.

Based on aggregated 13F filings for Q1 2026.