We are live on ! Find out more
VTEI icon

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
PWA
151
Provenance Wealth Advisors
Florida
$14.6K +$14.8K +146 New
UBS Group
152
UBS Group
Switzerland
$10.1K +$10.2K +101 New
VAI
153
Vanguard Advisers Inc
Pennsylvania
$6.46K +$6.59K +65 New
SWM
154
Spire Wealth Management
Virginia
$3K – – –
Wells Fargo
155
Wells Fargo
California
$84 +$101 +1 New
HH
156
Hilltop Holdings
Texas
– -$1.33M -13,175 Closed
IA
157
IFG Advisory
Georgia
– -$423K -4,200 Closed
EFS
158
Essex Financial Services
Connecticut
– -$404K -4,011 Closed
HF
159
HRT Financial
New York
– -$341K -3,384 Closed
Goldman Sachs
160
Goldman Sachs
New York
– -$338K -3,356 Closed
AAS
161
Asset Allocation Strategies
Michigan
– -$250K -2,477 Closed
JWCA
162
J.W. Cole Advisors
Florida
– -$211K -2,094 Closed
NFP
163
Narus Financial Partners
Utah
– -$202K -2,000 Closed
NED
164
Nancy E. Dempze
– -$201K -1,994 Closed
CAM
165
Cresset Asset Management
Illinois
– -$200K -1,985 Closed
TRCT
166
Tower Research Capital (TRC)
New York
– -$146K -1,450 Closed
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
– -$41K -407 Closed
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
– -$23K -227 Closed
Morgan Stanley
169
Morgan Stanley
New York
– -$1.98K -19 Closed
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.