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Vanguard Intermediate-Term Tax-Exempt Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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

19.28% more ownership

Funds ownership: 31.19%50.46% (+19%)

13% more funds holding

Funds holding: 7787 (+10)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
43
Reduced
16
Closed
9
Calls
$315K
Puts
$99K
Net Calls
+$216K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
UA
1
Unison Advisors
District of Columbia
$58.6M +$58.2M +594,466 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.7M +$3.22M +32,852 +13%
HighTower Advisors
3
HighTower Advisors
Illinois
$20.8M +$20.6M +210,771 New
JIC
4
Joel Isaacson & Co
New York
$20.3M +$17.5M +178,492 +640%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.9M +$1.79M +18,272 +12%
APP
6
Avantax Planning Partners
Iowa
$16.9M +$14.7M +150,395 +728%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$16.7M +$9.12M +93,194 +123%
EH
8
Equitable Holdings
New York
$11.8M +$3.07M +31,325 +35%
HWA
9
Heartwood Wealth Advisors
Virginia
$8.82M +$125K +1,274 +1%
APC
10
Aspire Private Capital
North Carolina
$7.16M +$3.35M +34,196 +89%
Bank of America
11
Bank of America
North Carolina
$6.89M +$3.2M +32,668 +88%
Jane Street
12
Jane Street
New York
$6.71M +$5.73M +58,563 +618%
AI
13
Atria Investments
North Carolina
$4.78M +$447K +4,562 +10%
SWM
14
Seed Wealth Management
Illinois
$4.66M +$4.62M +47,245 New
SOAG
15
Silver Oak Advisory Group
Oregon
$3.83M +$3.17M +32,343 +492%
ATPW
16
Ashton Thomas Private Wealth
Arizona
$3.37M -$221K -2,254 -6%
PCA
17
Prosperity Capital Advisors
Ohio
$2.88M +$339K +3,467 +13%
LPL Financial
18
LPL Financial
California
$2.84M +$150K +1,535 +6%
PCMC
19
Paragon Capital Management (Colorado)
Colorado
$2.3M +$1.19M +12,158 +108%
OMC
20
Old Mission Capital
Illinois
$2.24M -$1.15M -11,774 -34%
FFBTD
21
First Financial Bank - Trust Division
Ohio
$2.24M +$865K +8,838 +64%
AQR Capital Management
22
AQR Capital Management
Connecticut
$1.95M +$1.93M +19,767 New
IWS
23
Integrity Wealth Solutions
Colorado
$1.91M +$1.24M +12,644 +189%
TFO
24
Timonier Family Office
North Carolina
$1.55M +$908K +9,280 +145%
Mariner
25
Mariner
Kansas
$1.55M +$632K +6,453 +70%

VTEI Hedge Fund Activity: Q2 2025 in Review

87 of the 7,596 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.