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Vanguard Intermediate-Term Tax-Exempt Bond ETF

87 hedge funds and large institutions have $290M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $315K | Put options by funds: $99K

169% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 16

125% more capital invested

Capital invested by funds: $129M → $290M (+$161M)

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

19.28% more ownership

Funds ownership: 31.19%50.46% (+19%)

13% more funds holding

Funds holding: 7787 (+10)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
43
Reduced
16
Closed
9
Calls
$315K
Puts
$99K
Net Calls
+$216K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Aberdeen Wealth Management
Illinois
$200K
EWA
77
EverSource Wealth Advisors
Alabama
$185K -$182K -1,858 -50%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$152K +$152K +1,549 New
MWA
79
Moser Wealth Advisors
Washington
$113K +$19.6K +200 +21%
SIC
80
SJS Investment Consulting
Ohio
$112K +$196 +2 +0.2%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$86.2K +$85.7K +875 New
DPW
82
DiNuzzo Private Wealth
Pennsylvania
$71.9K +$24.8K +253 +53%
GK
83
Graney & King
New York
$48.9K +$196 +2 +0.4%
SWM
84
Spire Wealth Management
Virginia
$22.7K
ANBT
85
American National Bank & Trust
Texas
$22.2K +$13.8K +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 +$98 +1 New
EFP
89
Elser Financial Planning
Indiana
-$933K -9,445 Closed
BPA
90
Beacon Pointe Advisors
California
-$726K -7,351 Closed
MPW
91
Magnolia Private Wealth
Pennsylvania
-$499K -5,050 Closed
JWA
92
JFS Wealth Advisors
Pennsylvania
-$415K -4,195 Closed
IAN
93
Integrated Advisors Network
Texas
-$410K -4,148 Closed
SMG
94
Smart Money Group
Texas
-$269K -2,726 Closed
CAM
95
Cresset Asset Management
Illinois
-$217K -2,195 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
-$41.4K -419 Closed
AWM
97
AE Wealth Management
Kansas
-$1K -10 Closed

VTEI Hedge Fund Activity: Q2 2025 in Review

87 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q2 2025, worth a combined $290M — up 125% from $129M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VTEI positions and 9 closed out — a net gain of 10 holders — while 43 added to existing stakes and 16 trimmed.

The largest buyer was Unison Advisors, opening a new position worth an estimated $58.2M. The largest seller was Valeo Financial Advisors, cutting an estimated $1.72M.

  • 87 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q2 2025, up from 77 in Q1 2025.
  • Funds reported $290M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q2 2025, up 125% quarter-over-quarter.
  • 19 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q2 2025 and 9 closed out, a net change of +10 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q2 2025 was Unison Advisors, an estimated $58.2M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q2 2025 was Valeo Financial Advisors, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2025.