Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
6 hedge funds and large institutions have $3.55M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
5.89% more ownership
Funds ownership: 0% → 5.89% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.37M |
| 2 |
JIC
Joel Isaacson & Co
New York
|
+$856K |
| 3 |
Jane Street
New York
|
+$685K |
| 4 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
+$332K |
| 5 |
LWM
Luminvest Wealth Management
Scottsdale,
Arizona
|
+$208K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $1.37M | +$1.37M | +13,659 | New |
|
|
JIC
2
Joel Isaacson & Co
New York
| $854K | +$856K | +8,517 | New |
|
|
3
Jane Street
New York
| $683K | +$685K | +6,812 | New |
|
|
PCMC
4
Paragon Capital Management (Colorado)
Denver,
Colorado
| $331K | +$332K | +3,304 | New |
|
|
LWM
5
Luminvest Wealth Management
Scottsdale,
Arizona
| $209K | +$208K | +2,071 | New |
|
|
MWA
6
Moser Wealth Advisors
Bellevue,
Washington
| $100K | +$101K | +1,000 | New |
|
VTEI Hedge Fund Activity: Q1 2024 in Review
6 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q1 2024, worth a combined $3.55M.
Buyers outnumbered sellers: 6 funds opened new VTEI positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $1.37M.
- 6 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q1 2024, up from 0 in Q4 2023.
- Funds reported $3.55M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q1 2024.
- 6 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q1 2024 and 0 closed out, a net change of +6 holders.
- The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q1 2024 was Freedom Investment Management, an estimated $1.37M added.
Based on aggregated 13F filings for Q1 2024.