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Vanguard Intermediate-Term Tax-Exempt Bond ETF

109 hedge funds and large institutions have $542M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 12

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

87% more capital invested

Capital invested by funds: $290M → $542M (+$253M)

25% more funds holding

Funds holding: 87109 (+22)

11.13% more ownership

Funds ownership: 50.46%61.59% (+11%)

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
48
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UA
1
Unison Advisors
District of Columbia
$218M +$156M +1,578,662 +266%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.4M +$3.14M +31,757 +11%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$27.9M +$27.5M +278,370 New
JIC
4
Joel Isaacson & Co
New York
$23.6M +$2.85M +28,822 +14%
HighTower Advisors
5
HighTower Advisors
Illinois
$21.3M +$148K +1,494 +0.7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$18.2M +$1.04M +10,468 +6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$17.6M +$625K +6,318 +4%
APP
8
Avantax Planning Partners
Iowa
$17M -$204K -2,063 -1%
SI
9
Seeds Investor
New York
$16.6M +$15.9M +160,322 +3,265%
EH
10
Equitable Holdings
New York
$11.8M -$236K -2,389 -2%
Bank of America
11
Bank of America
North Carolina
$11.1M +$4.07M +41,091 +59%
APC
12
Aspire Private Capital
North Carolina
$10.4M +$3.04M +30,679 +42%
Raymond James Financial
13
Raymond James Financial
Florida
$9.27M +$8.86M +89,494 +3,059%
HWA
14
Heartwood Wealth Advisors
Virginia
$9.19M +$208K +2,106 +2%
AI
15
Atria Investments
North Carolina
$5.6M +$730K +7,374 +15%
SOAG
16
Silver Oak Advisory Group
Oregon
$5.25M +$1.32M +13,364 +34%
SWM
17
Seed Wealth Management
Illinois
$5.03M +$282K +2,850 +6%
Jane Street
18
Jane Street
New York
$4.73M -$2.07M -20,941 -31%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$4.5M +$1.06M +10,737 +31%
LPL Financial
20
LPL Financial
California
$3.92M +$1.02M +10,264 +36%
PCA
21
Prosperity Capital Advisors
Ohio
$3.39M +$452K +4,572 +16%
FFBTD
22
First Financial Bank - Trust Division
Ohio
$2.84M +$559K +5,654 +25%
TWA
23
TCI Wealth Advisors
Arizona
$2.03M +$2M +20,249 New
Citadel Advisors
24
Citadel Advisors
Florida
$2.01M +$786K +7,940 +65%
Truist Financial
25
Truist Financial
North Carolina
$1.96M +$495K +5,001 +35%