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Vanguard Intermediate-Term Tax-Exempt Bond ETF

87 hedge funds and large institutions have $287M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
42
Reduced
16
Closed
9
Calls
$315K
Puts
$99K
Net Calls
+$216K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$194K +$3.78K +38 +2%
EWA
77
EverSource Wealth Advisors
Alabama
$185K -$183K -1,858 -50%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$152K +$152K +1,549 New
MWA
79
Moser Wealth Advisors
Washington
$113K +$19.7K +200 +21%
SIC
80
SJS Investment Consulting
Ohio
$112K +$197 +2 +0.2%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$86.2K +$86.2K +875 New
DPW
82
DiNuzzo Private Wealth
Pennsylvania
$71.9K +$24.9K +253 +53%
GK
83
Graney & King
New York
$48.9K +$197 +2 +0.4%
SWM
84
Spire Wealth Management
Virginia
$22.7K
ANBT
85
American National Bank & Trust
Texas
$22.2K +$13.9K +141 +168%
HNB
86
Huntington National Bank
Ohio
$11.5K
Wells Fargo
87
Wells Fargo
California
$5.94K
Morgan Stanley
88
Morgan Stanley
New York
$105 +$105 +1 New
PCA
89
Prosperity Capital Advisors
Ohio
-$2.55M -25,764 Closed
EFP
90
Elser Financial Planning
Indiana
-$933K -9,445 Closed
BPA
91
Beacon Pointe Advisors
California
-$726K -7,351 Closed
MPW
92
Magnolia Private Wealth
Pennsylvania
-$499K -5,050 Closed
JWA
93
JFS Wealth Advisors
Pennsylvania
-$415K -4,195 Closed
IAN
94
Integrated Advisors Network
Texas
-$410K -4,148 Closed
SMG
95
Smart Money Group
Texas
-$269K -2,726 Closed
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
-$41.4K -419 Closed
AWM
97
AE Wealth Management
Kansas
-$1K -10 Closed