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Vanguard Intermediate-Term Tax-Exempt Bond ETF

141 hedge funds and large institutions have $603M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 6

344% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 16

29% more funds holding

Funds holding: 109141 (+32)

11% more capital invested

Capital invested by funds: $542M → $603M (+$60.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.06% less ownership

Funds ownership: 61.59%56.53% (-5.1%)

Holders
141
Holders Change
+32
Holders Change %
+29.36%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
71
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UA
1
Unison Advisors
District of Columbia
$221M +$2.28M +22,650 +1%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$40.7M +$12.6M +125,479 +45%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.1M -$1.43M -14,220 -4%
JIC
4
Joel Isaacson & Co
New York
$23.9M +$145K +1,436 +0.6%
HighTower Advisors
5
HighTower Advisors
Illinois
$22.7M +$1.25M +12,392 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.8M +$2.45M +24,320 +13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$18.9M +$1.2M +11,890 +7%
SI
8
Seeds Investor
New York
$16.4M -$299K -2,966 -2%
APP
9
Avantax Planning Partners
Iowa
$16.1M -$907K -9,005 -5%
Bank of America
10
Bank of America
North Carolina
$13.5M +$2.3M +22,806 +21%
EH
11
Equitable Holdings
New York
$13.2M +$1.39M +13,808 +12%
APC
12
Aspire Private Capital
North Carolina
$10.4M +$9.97K +99 +0.1%
HWA
13
Heartwood Wealth Advisors
Virginia
$9.19M -$45.2K -449 -0.5%
ATPW
14
Ashton Thomas Private Wealth
Arizona
$6.53M +$2M +19,874 +44%
MFG
15
Merit Financial Group
Georgia
$6.03M +$6.02M +59,757 New
SOAG
16
Silver Oak Advisory Group
Oregon
$6M +$725K +7,201 +14%
AI
17
Atria Investments
North Carolina
$5.45M -$183K -1,815 -3%
AC
18
Apella Capital
Connecticut
$5.25M +$5.24M +52,050 New
SWM
19
Seed Wealth Management
Illinois
$5.03M -$21.1K -210 -0.4%
LPL Financial
20
LPL Financial
California
$4.43M +$486K +4,822 +12%
SAM
21
S.A. Mason
Michigan
$4.34M +$3.88M +38,561 +857%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.92M +$2.23M +22,154 +132%
FFBTD
23
First Financial Bank - Trust Division
Ohio
$3.76M +$900K +8,937 +32%
PCA
24
Prosperity Capital Advisors
Ohio
$3.76M +$346K +3,438 +10%
P
25
&Partners
Tennessee
$3.67M +$3.46M +34,369 +1,688%