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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
5NPW
101
55 North Private Wealth
Florida
$327K +$326K +3,238 New
SMA
102
Sage Mountain Advisors
Georgia
$301K
AQR Capital Management
103
AQR Capital Management
Connecticut
$299K -$550K -5,466 -65%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$287K +$286K +2,842 New
CPIG
105
Chicago Partners Investment Group
Illinois
$282K +$280K +2,781 New
DFP
106
Donalies Financial Planning
District of Columbia
$273K +$273K +2,708 New
WCM
107
Winebrenner Capital Management
Kentucky
$272K
DADC
108
D.A. Davidson & Co
Montana
$272K +$272K +2,700 New
ODA
109
One Degree Advisors
California
$269K +$269K +2,672 New
CW
110
CreativeOne Wealth
Kansas
$267K +$267K +2,649 New
CFG
111
Chapman Financial Group
Hawaii
$265K +$264K +2,625 New
SA
112
Sanctuary Advisors
Indiana
$260K +$27.6K +274 +12%
HTHT
113
Hemenway Trust Hemenway Trust
New Hampshire
$250K
AAS
114
Asset Allocation Strategies
Michigan
$250K +$249K +2,477 New
LAM
115
Lakewood Asset Management
Illinois
$235K -$30.6K -304 -12%
Comerica Bank
116
Comerica Bank
Texas
$226K
WA
117
Westfuller Advisors
New York
$224K +$2.32K +23 +1%
SWM
118
SeaCrest Wealth Management
New York
$219K +$218K +2,164 New
SIC
119
SJS Investment Consulting
Ohio
$214K +$99.8K +991 +88%
JWCA
120
J.W. Cole Advisors
Florida
$211K -$20.9K -208 -9%
NWAG
121
Net Worth Advisory Group
Utah
$209K +$208K +2,069 New
NFP
122
Narus Financial Partners
Utah
$202K
NED
123
Nancy E. Dempze
$201K +$201K +1,994 New
CAM
124
Cresset Asset Management
Illinois
$200K +$200K +1,985 New
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$151K +$151K +1,500 New