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Vanguard Intermediate-Term Tax-Exempt Bond ETF

141 hedge funds and large institutions have $603M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 6

344% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 16

29% more funds holding

Funds holding: 109141 (+32)

11% more capital invested

Capital invested by funds: $542M → $603M (+$60.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.06% less ownership

Funds ownership: 61.59%56.53% (-5.1%)

Holders
141
Holders Change
+32
Holders Change %
+29.36%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
71
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$597K +$300K +2,983 +101%
WA
77
Waverly Advisors
Alabama
$595K +$85.6K +850 +17%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$587K +$201K +2,000 +53%
CBT
79
Crews Bank & Trust
Florida
$556K +$117K +1,165 +27%
SLWM
80
Stone Loft Wealth Management
Pennsylvania
$537K +$536K +5,323 New
OIA
81
OneDigital Investment Advisors
Kansas
$528K +$5.44K +54 +1%
BEI
82
Benjamin Edwards Inc
Missouri
$526K +$208K +2,066 +66%
KW
83
Keyvantage Wealth
Pennsylvania
$503K +$503K +4,992 New
CA
84
CoreCap Advisors
Michigan
$490K +$2.62K +26 +0.5%
EWA
85
EverSource Wealth Advisors
Alabama
$486K +$321K +3,191 +196%
LWM
86
Luminvest Wealth Management
Arizona
$482K
AA
87
Alesco Advisors
New York
$446K +$446K +4,425 New
SCM
88
SCS Capital Management
Massachusetts
$443K
GA
89
Gordian Advisors
Arizona
$435K
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$425K +$284K +2,817 +201%
IA
91
IFG Advisory
Georgia
$423K
EFS
92
Essex Financial Services
Connecticut
$404K +$150K +1,486 +59%
KPWS
93
Kestra Private Wealth Services
Texas
$390K +$42.5K +422 +12%
SP
94
Sequent Planning
Nebraska
$381K +$381K +3,781 New
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$381K +$156K +1,550 +70%
BPA
96
Beacon Pointe Advisors
California
$378K +$116K +1,154 +44%
SP
97
Symmetry Partners
Connecticut
$346K +$346K +3,432 New
HF
98
HRT Financial
New York
$341K +$341K +3,384 New
Goldman Sachs
99
Goldman Sachs
New York
$338K +$338K +3,356 New
IAA
100
Independent Advisor Alliance
North Carolina
$327K +$326K +3,241 New