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Vanguard Intermediate-Term Tax-Exempt Bond ETF

77 hedge funds and large institutions have $129M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
35
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.5M 258,270 +210,184 +437%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.1M 152,811 +4,233 +3%
HWA
3
Heartwood Wealth Advisors
Virginia
$8.72M 88,202 +7,747 +10%
EH
4
Equitable Holdings
New York
$8.64M 88,590 +88,590 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.49M 75,763 +73,039 +2,681%
AI
6
Atria Investments
North Carolina
$4.34M 43,921 +22,288 +103%
APC
7
Aspire Private Capital
North Carolina
$3.8M 38,476 +38,476 New
Bank of America
8
Bank of America
North Carolina
$3.68M 37,204 +26,830 +259%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$3.6M 36,397 +36,397 New
OMC
10
Old Mission Capital
Illinois
$3.41M 34,538 +22,422 +185%
VFA
11
Valeo Financial Advisors
Indiana
$3.16M 31,991 +28,871 +925%
JIC
12
Joel Isaacson & Co
New York
$2.76M 27,904 +1,062 +4%
LPL Financial
13
LPL Financial
California
$2.7M 27,289 +3,013 +12%
PCA
14
Prosperity Capital Advisors
Ohio
$2.55M 25,764 +21,588 +517%
APP
15
Avantax Planning Partners
Iowa
$2.04M 20,646 +14,747 +250%
SJGA
16
Stephen J. Garry & Associates
New York
$1.45M 14,716 -200 -1%
FIM
17
Freedom Investment Management
Connecticut
$1.4M 14,158 +424 +3%
FFBTD
18
First Financial Bank - Trust Division
Ohio
$1.37M 13,859 +13,859 New
OHWA
19
Oak Hill Wealth Advisors
Virginia
$1.37M 13,846 +6,619 +92%
HH
20
Hilltop Holdings
Texas
$1.17M 11,823 +11,823 New
PCMC
21
Paragon Capital Management (Colorado)
Colorado
$1.11M 11,216 +2,022 +22%
Jane Street
22
Jane Street
New York
$937K 9,477 -2,577 -21%
EFP
23
Elser Financial Planning
Indiana
$933K 9,445 -365 -4%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$919K 9,297 +6,155 +196%
Mariner
25
Mariner
Kansas
$912K 9,225 -138 -1%