Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
61 hedge funds and large institutions have $118M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 3
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
203% more capital invested
Capital invested by funds: $38.9M → $118M (+$79M)
97% more funds holding
Funds holding: 31 → 61 (+30)
22.57% more ownership
Funds ownership: 15.69% → 38.26% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UA
Unison Advisors
Washington,
District of Columbia
|
+$56.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.81M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.15M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.54M |
| 5 |
SJGA
Stephen J. Garry & Associates
Garden City,
New York
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.65M |
| 2 |
JP Morgan Chase
New York
|
-$945K |
| 3 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
-$512K |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
-$502K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$250K |
VTEI Hedge Fund Activity: Q4 2024 in Review
61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q4 2024, worth a combined $118M — up 203% from $38.9M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VTEI positions and 3 closed out — a net gain of 30 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Unison Advisors, opening a new position worth an estimated $56.2M. The largest seller was Jane Street, cutting an estimated $1.65M.
- 61 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $118M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q4 2024, up 203% quarter-over-quarter.
- 33 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q4 2024 and 3 closed out, a net change of +30 holders.
- The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q4 2024 was Unison Advisors, an estimated $56.2M added.
- The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q4 2024 was Jane Street, an estimated $1.65M sold.
Based on aggregated 13F filings for Q4 2024.