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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

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.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

118% more capital invested

Capital invested by funds: $17.8M → $38.9M (+$21.1M)

63% more funds holding

Funds holding: 19 → 31 (+12)

5.33% more ownership

Funds ownership: 10.37% → 15.69% (+5.3%)

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
–

Top Buyers

Rank Fund Capital Flow
1
HWA
Heartwood Wealth Advisors
Virginia
+$8.03M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.15M
3
Jane Street
Jane Street
New York
+$1.39M
4
JP Morgan Chase
JP Morgan Chase
New York
+$937K
5
AI
Atria Investments
North Carolina
+$867K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$772K
2
BCI
Brinker Capital Investments
Pennsylvania
-$233K
3
OPS
Orion Portfolio Solutions
Nebraska
-$233K
4
BPA
Beacon Pointe Advisors
California
-$97.2K
5
SMA
Sage Mountain Advisors
Georgia
-$49.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.5M +$5.15M +51,305 +63%
HWA
2
Heartwood Wealth Advisors
Virginia
$8.1M +$8.03M +80,008 New
Jane Street
3
Jane Street
New York
$2.88M +$1.39M +13,810 +94%
JIC
4
Joel Isaacson & Co
New York
$2.32M +$269K +2,680 +13%
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$1.45M +$294K +2,934 +26%
FIM
6
Freedom Investment Management
Connecticut
$1.39M +$2.91K +29 +0.2%
JP Morgan Chase
7
JP Morgan Chase
New York
$945K +$937K +9,341 New
AI
8
Atria Investments
North Carolina
$874K +$867K +8,642 New
LWM
9
Luminvest Wealth Management
Arizona
$632K +$420K +4,189 +202%
2L
10
25 LLC
Missouri
$624K +$618K +6,163 New
BPA
11
Beacon Pointe Advisors
California
$564K -$97.2K -969 -15%
PGFC
12
Peapack-Gladstone Financial Corp
New Jersey
$544K +$540K +5,380 New
MMPW
13
Mitchell McLeod Pugh & Williams
Alabama
$542K +$292K +2,907 +119%
FHC
14
First Heartland Consultants
Missouri
$515K +$511K +5,092 New
CL
15
Choreo LLC
Illinois
$502K +$498K +4,959 New
SMA
16
Sage Mountain Advisors
Georgia
$456K -$49.8K -496 -10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$409K +$405K +4,039 New
EFP
18
Elser Financial Planning
Indiana
$357K +$354K +3,532 New
FMN
19
Financial Management Network
California
$354K +$353K +3,514 New
KPWS
20
Kestra Private Wealth Services
Texas
$303K +$80.6K +803 +37%
LPL Financial
21
LPL Financial
California
$278K +$276K +2,748 New
LAM
22
Lakewood Asset Management
Illinois
$252K +$5.82K +58 +2%
HTHT
23
Hemenway Trust Hemenway Trust
New Hampshire
$251K +$249K +2,483 New
SPC
24
Sigma Planning Corp
Michigan
$250K +$248K +2,475 New
SOAG
25
Silver Oak Advisory Group
Oregon
$225K – – –
1
2

VTEI Hedge Fund Activity: Q3 2024 in Review

31 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q3 2024, worth a combined $38.9M — up 118% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VTEI positions and 3 closed out — a net gain of 12 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $8.03M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $772K sold.

  • 31 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q3 2024, up from 19 in Q2 2024.
  • Funds reported $38.9M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q3 2024, up 118% quarter-over-quarter.
  • 15 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q3 2024 and 3 closed out, a net change of +12 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q3 2024 was Heartwood Wealth Advisors, an estimated $8.03M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q3 2024 was Susquehanna International Group, an estimated $772K sold.

Based on aggregated 13F filings for Q3 2024.