We are live on ! Find out more
VTEI icon

Vanguard Intermediate-Term Tax-Exempt Bond ETF

155 hedge funds and large institutions have $737M invested in Vanguard Intermediate-Term Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 18

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $603M → $737M (+$134M)

10% more funds holding

Funds holding: 141155 (+14)

0.97% more ownership

Funds ownership: 56.53%57.5% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
84
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UA
1
Unison Advisors
District of Columbia
$237M +$17.5M +172,174 +8%
FWCM
2
Ferguson Wellman Capital Management
Oregon
$58M +$58.8M +580,080 New
TWIM
3
TIAA Wealth Investment Management
New York
$43.9M +$44.5M +438,910 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.6M +$3.79M +37,332 +12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23.5M +$2.93M +28,889 +14%
JIC
6
Joel Isaacson & Co
New York
$23.1M -$517K -5,102 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$21.8M -$631K -6,223 -3%
Bank of America
8
Bank of America
North Carolina
$20.6M +$7.29M +71,932 +54%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$19.8M +$1.11M +10,925 +6%
APP
10
Avantax Planning Partners
Iowa
$19M +$3.08M +30,334 +19%
SI
11
Seeds Investor
New York
$16.5M +$135K +1,335 +0.8%
EH
12
Equitable Holdings
New York
$14M +$767K +7,560 +6%
APC
13
Aspire Private Capital
North Carolina
$11.8M +$1.46M +14,369 +14%
Jane Street
14
Jane Street
New York
$9.82M +$6.56M +64,660 +192%
MFG
15
Merit Financial Group
Georgia
$8.77M +$2.84M +27,980 +47%
FFBTD
16
First Financial Bank - Trust Division
Ohio
$7.53M +$3.86M +38,033 +102%
HWA
17
Heartwood Wealth Advisors
Virginia
$7.25M -$1.88M -18,540 -20%
ATPW
18
Ashton Thomas Private Wealth
Arizona
$6.56M +$91.1K +898 +1%
AI
19
Atria Investments
North Carolina
$6.32M +$937K +9,245 +17%
SOAG
20
Silver Oak Advisory Group
Oregon
$6.16M +$215K +2,124 +4%
AC
21
Apella Capital
Connecticut
$5.62M +$366K +3,614 +7%
SAM
22
S.A. Mason
Michigan
$5.53M +$1.24M +12,225 +28%
PCA
23
Prosperity Capital Advisors
Ohio
$5.27M +$1.57M +15,497 +42%
LPL Financial
24
LPL Financial
California
$5.18M +$805K +7,935 +18%
SWM
25
Seed Wealth Management
Illinois
$4.99M