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Vanguard Intermediate-Term Tax-Exempt Bond ETF

31 hedge funds and large institutions have $38.9M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+12
Holders Change %
+63.16%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
11
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.5M 133,153 +51,305 +63%
HWA
2
Heartwood Wealth Advisors
Virginia
$8.1M 80,008 +80,008 New
Jane Street
3
Jane Street
New York
$2.88M 28,510 +13,810 +94%
JIC
4
Joel Isaacson & Co
New York
$2.32M 22,890 +2,680 +13%
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$1.45M 14,310 +2,934 +26%
FIM
6
Freedom Investment Management
Connecticut
$1.39M 13,708 +29 +0.2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$945K 9,341 +9,341 New
AI
8
Atria Investments
North Carolina
$874K 8,642 +8,642 New
LWM
9
Luminvest Wealth Management
Arizona
$632K 6,260 +4,189 +202%
2L
10
25 LLC
Missouri
$624K 6,163 +6,163 New
BPA
11
Beacon Pointe Advisors
California
$564K 5,574 -969 -15%
PGFC
12
Peapack-Gladstone Financial Corp
New Jersey
$544K 5,380 +5,380 New
MMPW
13
Mitchell McLeod Pugh & Williams
Alabama
$542K 5,354 +2,907 +119%
FHC
14
First Heartland Consultants
Missouri
$515K 5,092 +5,092 New
CL
15
Choreo LLC
Illinois
$502K 4,959 +4,959 New
SMA
16
Sage Mountain Advisors
Georgia
$456K 4,510 -496 -10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$409K 4,039 +4,039 New
EFP
18
Elser Financial Planning
Indiana
$357K 3,532 +3,532 New
FMN
19
Financial Management Network
California
$354K 3,514 +3,514 New
KPWS
20
Kestra Private Wealth Services
Texas
$303K 2,992 +803 +37%
LPL Financial
21
LPL Financial
California
$278K 2,748 +2,748 New
LAM
22
Lakewood Asset Management
Illinois
$252K 2,486 +58 +2%
HTHT
23
Hemenway Trust Hemenway Trust
New Hampshire
$251K 2,483 +2,483 New
SPC
24
Sigma Planning Corp
Michigan
$250K 2,475 +2,475 New
SOAG
25
Silver Oak Advisory Group
Oregon
$225K 2,229