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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

19 hedge funds and large institutions have $17.8M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more capital invested

Capital invested by funds: $3.55M → $17.8M (+$14.3M)

217% more funds holding

Funds holding: 6 → 19 (+13)

4.47% more ownership

Funds ownership: 5.89% → 10.37% (+4.5%)

Holders
19
Holders Change
+13
Holders Change %
+216.67%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
4
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.12M
2
JIC
Joel Isaacson & Co
New York
+$1.16M
3
PCMC
Paragon Capital Management (Colorado)
Colorado
+$801K
4
Jane Street
Jane Street
New York
+$783K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$771K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.14M +$8.12M +81,848 New
JIC
2
Joel Isaacson & Co
New York
$2.01M +$1.16M +11,693 +137%
Jane Street
3
Jane Street
New York
$1.46M +$783K +7,888 +116%
FIM
4
Freedom Investment Management
Connecticut
$1.36M +$1.99K +20 +0.1%
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$1.13M +$801K +8,072 +244%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$772K +$771K +7,771 New
BPA
7
Beacon Pointe Advisors
California
$650K +$649K +6,543 New
SMA
8
Sage Mountain Advisors
Georgia
$498K +$497K +5,006 New
MMPW
9
Mitchell McLeod Pugh & Williams
Alabama
$243K +$243K +2,447 New
LAM
10
Lakewood Asset Management
Illinois
$241K +$241K +2,428 New
BCI
11
Brinker Capital Investments
Pennsylvania
$233K +$233K +2,345 New
OPS
12
Orion Portfolio Solutions
Nebraska
$233K +$233K +2,345 New
SOAG
13
Silver Oak Advisory Group
Oregon
$221K +$221K +2,229 New
KPWS
14
Kestra Private Wealth Services
Texas
$218K +$217K +2,189 New
LWM
15
Luminvest Wealth Management
Arizona
$209K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$107K +$107K +1,081 New
MWA
17
Moser Wealth Advisors
Washington
$99.4K – – –
SIC
18
SJS Investment Consulting
Ohio
$4.87K +$4.86K +49 New
Morgan Stanley
19
Morgan Stanley
New York
$194 +$99 +1 New

VTEI Hedge Fund Activity: Q2 2024 in Review

19 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q2 2024, worth a combined $17.8M — up 403% from $3.55M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VTEI positions and 0 closed out — a net gain of 13 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $8.12M.

  • 19 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q2 2024, up from 6 in Q1 2024.
  • Funds reported $17.8M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q2 2024, up 403% quarter-over-quarter.
  • 13 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q2 2024 and 0 closed out, a net change of +13 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $8.12M added.

Based on aggregated 13F filings for Q2 2024.