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Vanguard Intermediate-Term Tax-Exempt Bond ETF

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.

Holders
61
Holders Change
+30
Holders Change %
+96.77%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
18
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UA
1
Unison Advisors
District of Columbia
$55.8M 561,621 +561,621 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.8M 148,578 +15,425 +12%
HWA
3
Heartwood Wealth Advisors
Virginia
$8M 80,455 +447 +0.6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.78M 48,086 +48,086 New
JIC
5
Joel Isaacson & Co
New York
$2.67M 26,842 +3,952 +17%
LPL Financial
6
LPL Financial
California
$2.41M 24,276 +21,528 +783%
AI
7
Atria Investments
North Carolina
$2.15M 21,633 +12,991 +150%
SJGA
8
Stephen J. Garry & Associates
New York
$1.48M 14,916 +14,916 New
FIM
9
Freedom Investment Management
Connecticut
$1.37M 13,734 +26 +0.2%
FHC
10
First Heartland Consultants
Missouri
$1.26M 12,694 +7,602 +149%
OMC
11
Old Mission Capital
Illinois
$1.2M 12,116 +12,116 New
Jane Street
12
Jane Street
New York
$1.2M 12,054 -16,456 -58%
Bank of America
13
Bank of America
North Carolina
$1.03M 10,374 +10,374 New
EFP
14
Elser Financial Planning
Indiana
$975K 9,810 +6,278 +178%
Mariner
15
Mariner
Kansas
$931K 9,363 +9,363 New
PCMC
16
Paragon Capital Management (Colorado)
Colorado
$914K 9,194 -5,116 -36%
EWA
17
EverSource Wealth Advisors
Alabama
$907K 9,125 +9,125 New
GPW
18
Genesis Private Wealth
Virginia
$875K 8,807 +8,807 New
MMPW
19
Mitchell McLeod Pugh & Williams
Alabama
$769K 7,741 +2,387 +45%
Citadel Advisors
20
Citadel Advisors
Florida
$729K 7,330 +7,330 New
Raymond James Financial
21
Raymond James Financial
Florida
$727K 7,311 +7,311 New
OHWA
22
Oak Hill Wealth Advisors
Virginia
$718K 7,227 +7,227 New
FMN
23
Financial Management Network
California
$672K 6,753 +3,239 +92%
HI
24
Harbour Investments
Wisconsin
$669K 6,735 +6,276 +1,367%
LWM
25
Luminvest Wealth Management
Arizona
$656K 6,598 +338 +5%