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Vanguard Intermediate-Term Tax-Exempt Bond ETF

155 hedge funds and large institutions have $737M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 18

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $603M → $737M (+$134M)

10% more funds holding

Funds holding: 141155 (+14)

0.97% more ownership

Funds ownership: 56.53%57.5% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
84
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CoreCap Advisors
Michigan
$485K
LWM
102
Luminvest Wealth Management
Arizona
$478K
CFG
103
Chapman Financial Group
Hawaii
$442K +$183K +1,800 +69%
EWA
104
EverSource Wealth Advisors
Alabama
$439K -$42.7K -421 -9%
SCM
105
SCS Capital Management
Massachusetts
$439K
Corient Private Wealth
106
Corient Private Wealth
Florida
$438K -$156K -1,540 -26%
GA
107
Gordian Advisors
Arizona
$431K
IAA
108
Independent Advisor Alliance
North Carolina
$427K +$104K +1,028 +32%
SP
109
Symmetry Partners
Connecticut
$390K +$47.6K +469 +14%
DFP
110
Donalies Financial Planning
District of Columbia
$383K +$114K +1,126 +42%
TIAA Trust, National Association
111
TIAA Trust, National Association
North Carolina
$382K -$40.6M -400,022 -99%
CW
112
CreativeOne Wealth
Kansas
$379K +$116K +1,142 +43%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$377K
5NPW
114
55 North Private Wealth
Florida
$361K +$37.5K +370 +11%
ASN
115
Advisory Services Network
Georgia
$355K +$360K +3,550 New
FPCP
116
Fort Point Capital Partners
California
$326K -$615K -6,069 -65%
DADC
117
D.A. Davidson & Co
Montana
$320K +$50.7K +500 +19%
SF
118
Summit Financial
New Jersey
$313K +$318K +3,132 New
SMA
119
Sage Mountain Advisors
Georgia
$298K
AQR Capital Management
120
AQR Capital Management
Connecticut
$296K
ODA
121
One Degree Advisors
California
$287K +$21K +207 +8%
WCM
122
Winebrenner Capital Management
Kentucky
$282K +$12.1K +119 +4%
CPIG
123
Chicago Partners Investment Group
Illinois
$281K
MKW
124
Mullaney, Keating & Wright
Connecticut
$280K +$284K +2,798 New
SA
125
Sanctuary Advisors
Indiana
$275K +$17.6K +174 +7%