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Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) Institutional Ownership

$98.81 -0.06 (-0.06%)
As of 08/29/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Intermediate-Term Tax-Exempt Bond ETF (NYSEARCA:VTEI)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$272.05M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.57M
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VTEI Institutional Buying and Selling by Quarter

Vanguard Intermediate-Term Tax-Exempt Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Equitable Holdings Inc.119,915$11.82M0.1%+35.4%1.966%
8/15/2025 Bank of America Corp DE69,872$6.89M0.0%+87.8%1.145%
8/14/2025 Jane Street Group LLC68,040$6.71M0.0%+617.9%1.115%
8/14/2025 Raymond James Financial Inc.2,926$288K0.0%N/A0.048%
8/14/2025 Peapack Gladstone Financial Corp7,705$759K0.0%+61.2%0.126%
8/13/2025 SCS Capital Management LLC4,390$433K0.0%N/A0.072%
8/13/2025 EverSource Wealth Advisors LLC1,881$185K0.0%-49.7%0.031%
8/13/2025 Northwestern Mutual Wealth Management Co.875$86K0.0%N/A0.014%
8/13/2025 Maia Wealth LLC6,861$676K0.1%+12.1%0.112%
8/12/2025 Seeds Investor LLC4,910$484K0.1%N/A0.080%
8/8/2025 Cetera Investment Advisers168,957$16.65M0.0%+123.0%2.770%
8/7/2025 Timonier Family Office LTD.15,680$1.55M0.6%+145.0%0.257%
8/6/2025 Bryn Mawr Trust Advisors LLC10,677$1.05M0.1%+255.9%0.175%
8/5/2025 Integrity Wealth Solutions LLC19,344$1.91M0.9%+188.7%0.317%
8/5/2025 Sheridan Capital Management LLC4,500$444K0.3%N/A0.074%
8/4/2025 IFG Advisory LLC4,200$414K0.0%+44.8%0.069%
8/4/2025 Atria Investments Inc48,483$4.78M0.1%+10.4%0.795%
8/4/2025 Flagship Harbor Advisors LLC9,600$946K0.0%N/A0.157%
8/1/2025 Ashton Thomas Private Wealth LLC34,143$3.37M0.1%-6.2%0.560%
8/1/2025 Envestnet Asset Management Inc.291,122$28.69M0.0%+12.7%4.772%
7/31/2025 Sage Mountain Advisors LLC2,984$294K0.0%-33.8%0.049%
7/31/2025 Moser Wealth Advisors LLC1,150$113K0.1%+21.1%0.019%
7/31/2025 Silver Oak Advisory Group Inc.38,914$3.84M1.9%+492.2%0.638%
7/30/2025 Retirement Planning Group LLC3,740$369K0.0%N/A0.061%
7/29/2025 Unison Advisors LLC594,466$58.59M6.6%N/A9.745%
7/28/2025 Harbour Investments Inc.4,906$484K0.0%-3.1%0.080%
7/25/2025 Envestnet Portfolio Solutions Inc.9,178$905K0.0%-1.3%0.150%
7/23/2025 Joel Isaacson & Co. LLC206,396$20.34M0.8%+639.7%3.384%
7/23/2025 Stephen J. Garry & Associates LLC14,466$1.43M1.2%-1.7%0.237%
7/22/2025 Valeo Financial Advisors LLC14,408$1.42M0.0%-55.0%0.236%
7/22/2025 Oak Hill Wealth Advisors LLC13,207$1.30M0.3%-4.6%0.217%
7/21/2025 Crews Bank & Trust4,350$429K0.1%+17.9%0.071%
7/18/2025 SigFig Wealth Management LLC7,879$774K0.0%+142.4%0.129%
7/18/2025 Truist Financial Corp14,489$1.43M0.0%+180.8%0.238%
7/17/2025 DiNuzzo Private Wealth Inc.729$72K0.0%+53.2%0.012%
7/17/2025 Genesis Private Wealth LLC8,162$804K0.4%-7.2%0.134%
7/17/2025 Luminvest Wealth Management LLC4,782$471K0.2%-27.5%0.078%
7/16/2025 Paragon Capital Management Ltd23,374$2.30M0.4%+108.4%0.383%
7/15/2025 Signal Tree Financial Partners LLC8,258$814K0.7%N/A0.135%
7/15/2025 Oak Wealth Advisors LLC7,478$737K0.5%+154.8%0.123%
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7/14/2025 Seed Wealth Management Inc.47,245$4.66M3.5%N/A0.775%
7/10/2025 Financial Management Network Inc.10,547$1.04M0.2%+26.1%0.173%
7/8/2025 Heartwood Wealth Advisors LLC89,476$8.82M0.9%+1.4%1.479%
5/19/2025 Jane Street Group LLC9,477$937K0.0%-21.4%0.176%
5/16/2025 Ashton Thomas Private Wealth LLC36,397$3.60M0.1%N/A0.674%
5/16/2025 Aberdeen Wealth Management LLC2,033$201K0.1%N/A0.038%
5/15/2025 Flputnam Investment Management Co.3,968$392K0.0%N/A0.073%
5/15/2025 OLD Mission Capital LLC34,538$3.41M0.0%+185.1%0.640%
5/14/2025 Comerica Bank3,672$363K0.0%+3.1%0.068%
5/14/2025 Freedom Investment Management Inc.14,158$1.40M0.1%+3.1%0.262%
5/13/2025 Cresset Asset Management LLC2,195$217K0.0%N/A0.041%
5/13/2025 Stephen J. Garry & Associates LLC14,716$1.45M1.4%-1.3%0.273%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors25,764$2.55M0.2%+517.0%0.477%
5/12/2025 Maia Wealth LLC6,122$596K0.1%+3.5%0.113%
5/9/2025 Silver Oak Advisory Group Inc.6,571$649K0.3%+194.8%0.122%
5/9/2025 Commonwealth Equity Services LLC152,811$15.10M0.0%+2.8%2.830%
5/8/2025 IFG Advisory LLC2,900$287K0.0%+11.5%0.054%
5/8/2025 Harbour Investments Inc.5,061$500K0.0%-24.9%0.094%
5/7/2025 Financial Management Network Inc.8,364$820K0.2%+23.9%0.155%
5/7/2025 LPL Financial LLC27,289$2.70M0.0%+12.4%0.505%
5/6/2025 Cetera Investment Advisers75,763$7.49M0.0%+2,681.3%1.403%
5/5/2025 Kestra Private Wealth Services LLC4,026$398K0.0%+4.5%0.075%
5/2/2025 Bryn Mawr Capital Management LLC3,000$296K0.0%N/A0.068%
5/1/2025 Mitchell Mcleod Pugh & Williams Inc.8,221$812K0.2%+6.2%0.186%
4/30/2025 Valeo Financial Advisors LLC31,991$3.16M0.1%+925.4%0.722%
4/30/2025 Brown Advisory Inc.5,000$494K0.0%N/A0.113%
4/29/2025 Envestnet Asset Management Inc.258,270$25.52M0.0%+437.1%5.830%
4/29/2025 Avantax Planning Partners Inc.20,646$2.04M0.1%+250.0%0.466%
4/28/2025 Smart Money Group LLC2,726$269K0.2%N/A0.050%
4/25/2025 Joel Isaacson & Co. LLC27,904$2.76M0.1%+4.0%0.630%
4/23/2025 Oak Hill Wealth Advisors LLC13,846$1.37M0.3%+91.6%0.313%
4/23/2025 Timonier Family Office LTD.6,400$632K0.3%+8.3%0.144%
4/22/2025 JFS Wealth Advisors LLC4,195$415K0.0%+31.3%0.095%
4/22/2025 Integrity Wealth Solutions LLC6,700$662K0.4%N/A0.151%
4/22/2025 Crews Bank & Trust3,690$365K0.1%+163.6%0.083%
4/22/2025 Aspire Private Capital LLC38,476$3.80M0.9%N/A0.869%
4/22/2025 Elser Financial Planning Inc9,445$933K1.3%-3.7%0.213%
4/21/2025 Envestnet Portfolio Solutions Inc.9,297$919K0.0%+195.9%0.210%
4/21/2025 Heartwood Wealth Advisors LLC88,202$8.72M1.0%+9.6%1.991%
4/16/2025 Paragon Capital Management Ltd11,216$1.11M0.2%+22.0%0.253%
4/15/2025 Integrated Advisors Network LLC4,148$410K0.0%N/A0.094%
4/9/2025 SigFig Wealth Management LLC3,251$321K0.0%N/A0.079%
2/20/2025 Westfuller Advisors LLC2,160$215K0.1%N/A0.057%
2/18/2025 First Heartland Consultants Inc.12,694$1.26M0.1%+149.3%0.336%
2/17/2025 Cetera Investment Advisers2,724$271K0.0%-32.6%0.213%
2/17/2025 Bank of America Corp DE10,374$1.03M0.0%N/A0.810%
2/14/2025 Jane Street Group LLC12,054$1.20M0.0%-57.7%0.942%
2/14/2025 Comerica Bank3,560$354K0.0%N/A0.278%
2/14/2025 Beacon Pointe Advisors LLC4,375$435K0.0%-21.5%0.342%
2/14/2025 Oak Wealth Advisors LLC2,965$295K0.2%N/A0.232%
How “Trump’s New Dollar” Could Impact Your Wealth (Ad)

President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking and savings account… With this better, more technologically advanced dollar. President Trump himself called it a "big innovation"… And said that this new form of currency represents "American brilliance at its best."tc pixel

Click here now because Chase, Bank of America, Citigroup, Wells Fargo, and U.S. Bancorp…
2/13/2025 Mariner LLC9,363$931K0.0%N/A0.731%
2/13/2025 Raymond James Financial Inc.7,311$727K0.0%N/A0.571%
2/13/2025 Peapack Gladstone Financial Corp4,780$475K0.0%-11.2%0.373%
2/13/2025 Envestnet Asset Management Inc.48,086$4.78M0.0%N/A3.757%
2/12/2025 Unison Advisors LLC561,621$55.82M6.6%N/A43.877%
2/12/2025 OLD Mission Capital LLC12,116$1.20M0.0%N/A0.947%
2/12/2025 Life Planning Partners Inc24,549$2.44M0.3%N/A1.918%
2/11/2025 LPL Financial LLC24,276$2.41M0.0%+783.4%1.897%
2/10/2025 Harbour Investments Inc.6,735$669K0.0%+1,367.3%0.526%
2/10/2025 Corient Private Wealth LLC2,850$283K0.0%N/A0.223%
(Data available from 1/1/2016 forward)

VTEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTEI shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF. The most heavily invested institutionals were Unison Advisors LLC ($58.59M), Envestnet Asset Management Inc. ($28.69M), Joel Isaacson & Co. LLC ($20.34M), Cetera Investment Advisers ($16.65M), Commonwealth Equity Services LLC ($15.10M), Equitable Holdings Inc. ($11.82M), and Heartwood Wealth Advisors LLC ($8.82M).Learn more on Vanguard Intermediate-Term Tax-Exempt Bond ETF's institutional investors.

Which institutional investors have been buying Vanguard Intermediate-Term Tax-Exempt Bond ETF's stock?

Of the 76 institutional investors that purchased Vanguard Intermediate-Term Tax-Exempt Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Unison Advisors LLC ($1.16M), Envestnet Asset Management Inc. ($291.12K), Joel Isaacson & Co. LLC ($194.70K), Cetera Investment Advisers ($166.23K), Commonwealth Equity Services LLC ($101.51K), Heartwood Wealth Advisors LLC ($89.48K), and Jane Street Group LLC ($72.37K).

How much institutional buying is happening at Vanguard Intermediate-Term Tax-Exempt Bond ETF?

Institutional investors have bought a total of 2,747,765 shares in the last 24 months. This purchase volume represents approximately $272.05M in transactions.

Which of Vanguard Intermediate-Term Tax-Exempt Bond ETF's major shareholders have been selling company stock?

Of the 16 institutional investors that sold Vanguard Intermediate-Term Tax-Exempt Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($19.03K), Valeo Financial Advisors LLC ($17.58K), Paragon Capital Management Ltd ($5.12K), Ashton Thomas Private Wealth LLC ($2.25K), EverSource Wealth Advisors LLC ($1.86K), Harbour Investments Inc. ($1.83K), and Luminvest Wealth Management LLC ($1.82K).

How much institutional selling is happening at Vanguard Intermediate-Term Tax-Exempt Bond ETF?

Institutional investors have sold a total of 56,331 shares in the last 24 months. This volume of shares sold represents approximately $5.57M in transactions.


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This page (NYSEARCA:VTEI) was last updated on 8/30/2025 by MarketBeat.com Staff
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