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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

109 hedge funds and large institutions have $542M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 12

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

87% more capital invested

Capital invested by funds: $290M → $542M (+$253M)

25% more funds holding

Funds holding: 87 → 109 (+22)

11.13% more ownership

Funds ownership: 50.46% → 61.59% (+11%)

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
48
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UA
Unison Advisors
District of Columbia
+$156M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$27.5M
3
SI
Seeds Investor
New York
+$15.9M
4
Raymond James Financial
Raymond James Financial
Florida
+$8.86M
5
Bank of America
Bank of America
North Carolina
+$4.07M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$2.24M
2
Jane Street
Jane Street
New York
-$2.07M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.12M
4
PCMC
Paragon Capital Management (Colorado)
Colorado
-$586K
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$392K +$300K +3,032 +347%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$381K +$376K +3,800 New
CB
78
Cadence Bank
Mississippi
$347K +$342K +3,459 New
KPWS
79
Kestra Private Wealth Services
Texas
$346K -$59.5K -601 -15%
BEI
80
Benjamin Edwards Inc
Missouri
$316K +$311K +3,142 New
SMA
81
Sage Mountain Advisors
Georgia
$299K – – –
Corient Private Wealth
82
Corient Private Wealth
Florida
$295K +$1.98K +20 +0.7%
TPF
83
Tribridge Partners Financial
Maryland
$288K +$284K +2,872 New
WCM
84
Winebrenner Capital Management
Kentucky
$271K – – –
LAM
85
Lakewood Asset Management
Illinois
$265K +$2.18K +22 +0.8%
BPA
86
Beacon Pointe Advisors
California
$261K +$257K +2,597 New
EFS
87
Essex Financial Services
Connecticut
$253K +$250K +2,525 New
HTHT
88
Hemenway Trust Hemenway Trust
New Hampshire
$249K – – –
SA
89
Sanctuary Advisors
Indiana
$231K +$228K +2,306 New
JWCA
90
J.W. Cole Advisors
Florida
$231K +$228K +2,302 New
Comerica Bank
91
Comerica Bank
Texas
$225K – – –
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$223K +$220K +2,226 New
WA
93
Westfuller Advisors
New York
$221K +$1.58K +16 +0.7%
P
94
&Partners
Tennessee
$204K +$201K +2,036 New
BHWA
95
Beacon Harbor Wealth Advisors
Virginia
$201K +$198K +2,000 New
FAG
96
Financial Architects (Georgia)
Georgia
$201K +$198K +2,000 New
NFP
97
Narus Financial Partners
Utah
$201K +$198K +2,000 New
EWA
98
EverSource Wealth Advisors
Alabama
$163K -$25.3K -256 -14%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$140K +$138K +1,399 New
SIC
100
SJS Investment Consulting
Ohio
$113K -$495 -5 -0.4%
1 2 3
4
5

VTEI Hedge Fund Activity: Q3 2025 in Review

109 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q3 2025, worth a combined $542M — up 87% from $290M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VTEI positions and 11 closed out — a net gain of 23 holders — while 48 added to existing stakes and 12 trimmed.

The largest buyer was Unison Advisors, adding an estimated $156M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.24M sold.

  • 109 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $542M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q3 2025, up 87% quarter-over-quarter.
  • 34 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q3 2025 and 11 closed out, a net change of +23 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q3 2025 was Unison Advisors, an estimated $156M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q3 2025 was Old Mission Capital, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2025.