Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
77 hedge funds and large institutions have $129M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
250% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 10
26% more funds holding
Funds holding: 61 → 77 (+16)
9% more capital invested
Capital invested by funds: $118M → $129M (+$10.8M)
7.08% less ownership
Funds ownership: 38.26% → 31.19% (-7.1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.9M |
| 2 |
EH
Equitable Holdings
New York
|
+$8.82M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.27M |
| 4 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
+$3.83M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UA
Unison Advisors
Washington,
District of Columbia
|
-$55.8M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$1.26M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$727K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$536K |
| 5 |
Jane Street
New York
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| $5.93K | +$5.97K | +60 | New |
|
|
AWM
77
AE Wealth Management
Topeka,
Kansas
| $1K | – | – | – |
|
|
UA
78
Unison Advisors
Washington,
District of Columbia
| – | -$55.8M | -561,621 | Closed |
|
|
FHC
79
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$1.26M | -12,694 | Closed |
|
|
80
Raymond James Financial
St Petersburg,
Florida
| – | -$727K | -7,311 | Closed |
|
|
KFGG
81
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| – | -$54.7K | -551 | Closed |
|
82
Morgan Stanley
New York
| – | -$138 | -1 | Closed |
|
VTEI Hedge Fund Activity: Q1 2025 in Review
77 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q1 2025, worth a combined $129M — up 9.2% from $118M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new VTEI positions and 5 closed out — a net gain of 16 holders — while 35 added to existing stakes and 10 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $20.9M. The largest seller was Unison Advisors, exiting entirely with an estimated $55.8M sold.
- 77 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q1 2025, up from 61 in Q4 2024.
- Funds reported $129M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q1 2025, up 9.2% quarter-over-quarter.
- 21 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q1 2025 and 5 closed out, a net change of +16 holders.
- The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $20.9M added.
- The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q1 2025 was Unison Advisors, an estimated $55.8M sold.
Based on aggregated 13F filings for Q1 2025.