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Vanguard Intermediate-Term Tax-Exempt Bond ETF

87 hedge funds and large institutions have $287M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
42
Reduced
16
Closed
9
Calls
$315K
Puts
$99K
Net Calls
+$216K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Shares
Change %
UA
1
Unison Advisors
District of Columbia
$58.6M +$58.6M +594,466 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.7M +$3.24M +32,852 +13%
HighTower Advisors
3
HighTower Advisors
Illinois
$20.8M +$20.8M +210,771 New
JIC
4
Joel Isaacson & Co
New York
$20.3M +$17.6M +178,492 +640%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.9M +$1.8M +18,272 +12%
APP
6
Avantax Planning Partners
Iowa
$16.9M +$14.8M +150,395 +728%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$16.7M +$9.19M +93,194 +123%
EH
8
Equitable Holdings
New York
$11.8M +$3.09M +31,325 +35%
HWA
9
Heartwood Wealth Advisors
Virginia
$8.82M +$126K +1,274 +1%
APC
10
Aspire Private Capital
North Carolina
$7.16M +$3.37M +34,196 +89%
Bank of America
11
Bank of America
North Carolina
$6.89M +$3.22M +32,668 +88%
Jane Street
12
Jane Street
New York
$6.71M +$5.77M +58,563 +618%
AI
13
Atria Investments
North Carolina
$4.78M +$450K +4,562 +10%
SWM
14
Seed Wealth Management
Illinois
$4.66M +$4.66M +47,245 New
SOAG
15
Silver Oak Advisory Group
Oregon
$3.84M +$3.19M +32,343 +492%
ATPW
16
Ashton Thomas Private Wealth
Arizona
$3.37M -$222K -2,254 -6%
LPL Financial
17
LPL Financial
California
$2.84M +$151K +1,535 +6%
PCMC
18
Paragon Capital Management (Colorado)
Colorado
$2.3M +$1.2M +12,158 +108%
OMC
19
Old Mission Capital
Illinois
$2.24M -$1.16M -11,774 -34%
FFBTD
20
First Financial Bank - Trust Division
Ohio
$2.24M +$871K +8,838 +64%
AQR Capital Management
21
AQR Capital Management
Connecticut
$1.95M +$1.95M +19,767 New
IWS
22
Integrity Wealth Solutions
Colorado
$1.91M +$1.25M +12,644 +189%
TFO
23
Timonier Family Office
North Carolina
$1.55M +$915K +9,280 +145%
Mariner
24
Mariner
Kansas
$1.55M +$636K +6,453 +70%
Truist Financial
25
Truist Financial
North Carolina
$1.43M +$919K +9,329 +181%