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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

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: 141 → 155 (+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: 4 → 4 (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
–

Top Buyers

1
FWCM
Ferguson Wellman Capital Management
Oregon
+$58.8M
2
UA
Unison Advisors
District of Columbia
+$17.5M
3
Bank of America
Bank of America
North Carolina
+$7.29M
4
Jane Street
Jane Street
New York
+$6.56M
5
FFBTD
First Financial Bank - Trust Division
Ohio
+$3.86M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$40.6M
2
P
&Partners
Tennessee
-$2.71M
3
HWA
Heartwood Wealth Advisors
Virginia
-$1.88M
4
HH
Hilltop Holdings
Texas
-$1.33M
5
HighTower Advisors
HighTower Advisors
Illinois
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFN
126
Midwest Financial Network
Illinois
$257K +$260K +2,567 New
HTHT
127
Hemenway Trust Hemenway Trust
New Hampshire
$248K – – –
LAM
128
Lakewood Asset Management
Illinois
$237K +$3.55K +35 +1%
WA
129
Westfuller Advisors
New York
$224K +$1.22K +12 +0.5%
SWM
130
SeaCrest Wealth Management
New York
$216K – – –
NWAG
131
Net Worth Advisory Group
Utah
$212K +$5.68K +56 +3%
SIC
132
SJS Investment Consulting
Ohio
$212K – – –
WWA
133
Wingate Wealth Advisors
Massachusetts
$205K +$208K +2,053 New
JIC
134
Johnson Investment Counsel
Ohio
$202K +$205K +2,025 New
KOMWMG
135
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$201K +$203K +2,006 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$171K +$174K +1,716 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$150K – – –
IA
138
IFP Advisors
Florida
$125K +$25.4K +250 +25%
GSEP
139
Golden State Equity Partners
California
$125K +$127K +1,250 New
RTL
140
Red Tortoise LLC
Georgia
$111K +$608 +6 +0.5%
PTC
141
Private Trust Company
Ohio
$100K +$61.2K +604 +151%
DPW
142
DiNuzzo Private Wealth
Pennsylvania
$87.7K +$5.07K +50 +6%
ANBT
143
American National Bank & Trust
Texas
$86.7K +$20.9K +206 +31%
NSIM
144
North Star Investment Management
Illinois
$81.8K +$24.1K +238 +41%
AWM
145
AE Wealth Management
Kansas
$68.3K +$69.3K +683 New
GK
146
Graney & King
New York
$50.8K +$304 +3 +0.6%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$40.5K +$37.8K +373 +1,166%
TC
148
Trust Company
Kansas
$40.3K +$101 +1 +0.2%
AF
149
Advisornet Financial
Minnesota
$29.5K +$29.9K +295 New
WP
150
WealthShield Partners
North Carolina
$24.7K -$42.2K -416 -63%
3 4 5
6
7

VTEI Hedge Fund Activity: Q1 2026 in Review

155 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q1 2026, worth a combined $737M — up 22% from $603M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VTEI positions and 14 closed out — a net gain of 17 holders — while 84 added to existing stakes and 18 trimmed.

The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $58.8M. The largest seller was TIAA Trust, National Association, cutting an estimated $40.6M.

  • 155 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q1 2026, up from 141 in Q4 2025.
  • Funds reported $737M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q1 2026, up 22% quarter-over-quarter.
  • 31 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q1 2026 and 14 closed out, a net change of +17 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q1 2026 was Ferguson Wellman Capital Management, an estimated $58.8M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $40.6M sold.

Based on aggregated 13F filings for Q1 2026.