Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
87 hedge funds and large institutions have $290M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 9 closing their positions.
218% more call options, than puts
Call options by funds: $315K | Put options by funds: $99K
169% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 16
125% more capital invested
Capital invested by funds: $129M → $290M (+$161M)
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
13% more funds holding
Funds holding: 77 → 87 (+10)
19.71% less ownership
Funds ownership: 53.21% → 33.5% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UA
Unison Advisors
Washington,
District of Columbia
|
+$58.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$20.6M |
| 3 |
JIC
Joel Isaacson & Co
New York
|
+$17.5M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$14.7M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
-$1.72M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.15M |
| 3 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$933K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$726K |
| 5 |
MPW
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
-$499K |
VTEI Hedge Fund Activity: Q2 2025 in Review
87 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) for Q2 2025, worth a combined $290M — up 125% from $129M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VTEI positions and 9 closed out — a net gain of 10 holders — while 43 added to existing stakes and 16 trimmed.
The largest buyer was Unison Advisors, opening a new position worth an estimated $58.2M. The largest seller was Valeo Financial Advisors, cutting an estimated $1.72M.
- 87 institutional investors held Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) as of Q2 2025, up from 77 in Q1 2025.
- Funds reported $290M of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock for Q2 2025, up 125% quarter-over-quarter.
- 19 funds opened new Vanguard Intermediate-Term Tax-Exempt Bond ETF positions in Q2 2025 and 9 closed out, a net change of +10 holders.
- The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF buyer in Q2 2025 was Unison Advisors, an estimated $58.2M added.
- The largest Vanguard Intermediate-Term Tax-Exempt Bond ETF seller in Q2 2025 was Valeo Financial Advisors, an estimated $1.72M sold.
Based on aggregated 13F filings for Q2 2025.