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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.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

26% more funds holding

Funds holding: 6177 (+16)

9% more capital invested

Capital invested by funds: $118M → $129M (+$10.8M)

7.08% less ownership

Funds ownership: 38.26%31.19% (-7.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.03%
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 Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.5M +$20.9M +210,184 +437%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.1M +$421K +4,233 +3%
HWA
3
Heartwood Wealth Advisors
Virginia
$8.72M +$771K +7,747 +10%
EH
4
Equitable Holdings
New York
$8.64M +$8.82M +88,590 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.49M +$7.27M +73,039 +2,681%
AI
6
Atria Investments
North Carolina
$4.34M +$2.22M +22,288 +103%
APC
7
Aspire Private Capital
North Carolina
$3.8M +$3.83M +38,476 New
Bank of America
8
Bank of America
North Carolina
$3.68M +$2.67M +26,830 +259%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$3.6M +$3.62M +36,397 New
OMC
10
Old Mission Capital
Illinois
$3.41M +$2.23M +22,422 +185%
VFA
11
Valeo Financial Advisors
Indiana
$3.16M +$2.87M +28,871 +925%
JIC
12
Joel Isaacson & Co
New York
$2.76M +$106K +1,062 +4%
LPL Financial
13
LPL Financial
California
$2.7M +$300K +3,013 +12%
PCA
14
Prosperity Capital Advisors
Ohio
$2.55M +$2.15M +21,588 +517%
APP
15
Avantax Planning Partners
Iowa
$2.04M +$1.47M +14,747 +250%
SJGA
16
Stephen J. Garry & Associates
New York
$1.45M -$19.9K -200 -1%
FIM
17
Freedom Investment Management
Connecticut
$1.4M +$42.2K +424 +3%
FFBTD
18
First Financial Bank - Trust Division
Ohio
$1.37M +$1.38M +13,859 New
OHWA
19
Oak Hill Wealth Advisors
Virginia
$1.37M +$659K +6,619 +92%
HH
20
Hilltop Holdings
Texas
$1.17M +$1.18M +11,823 New
PCMC
21
Paragon Capital Management (Colorado)
Colorado
$1.11M +$201K +2,022 +22%
Jane Street
22
Jane Street
New York
$937K -$256K -2,577 -21%
EFP
23
Elser Financial Planning
Indiana
$933K -$36.3K -365 -4%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$919K +$613K +6,155 +196%
Mariner
25
Mariner
Kansas
$912K -$13.7K -138 -1%

VTEI Hedge Fund Activity: Q1 2025 in Review

77 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q1 2025, worth a combined $129M — up 9.2% from $118M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VTEI positions and 5 closed out — a net gain of 16 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $20.9M. The largest seller was Unison Advisors, exiting entirely with an estimated $55.8M sold.

  • 77 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q1 2025, up from 61 in Q4 2024.
  • Funds reported $129M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q1 2025, up 9.2% quarter-over-quarter.
  • 21 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q1 2025 and 5 closed out, a net change of +16 holders.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $20.9M added.
  • The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q1 2025 was Unison Advisors, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2025.