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

$98.82 +0.17 (+0.17%)
As of 03/31/2025 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)
49
Total
Institutional Inflows
(last 12 months)
$111.03M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.45M
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VTEI Institutional Buying and Selling by Quarter

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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
2/20/2025Westfuller Advisors LLC2,160$215K0.1%N/A0.057%
2/18/2025First Heartland Consultants Inc.12,694$1.26M0.1%+149.3%0.336%
2/17/2025Cetera Investment Advisers2,724$271K0.0%-32.6%0.213%
2/17/2025Bank of America Corp DE10,374$1.03M0.0%N/A0.810%
2/14/2025Jane Street Group LLC12,054$1.20M0.0%-57.7%0.942%
2/14/2025Comerica Bank3,560$354K0.0%N/A0.278%
2/14/2025Beacon Pointe Advisors LLC4,375$435K0.0%-21.5%0.342%
2/14/2025Oak Wealth Advisors LLC2,965$295K0.2%N/A0.232%
2/13/2025Mariner LLC9,363$931K0.0%N/A0.731%
2/13/2025Raymond James Financial Inc.7,311$727K0.0%N/A0.571%
2/13/2025Peapack Gladstone Financial Corp4,780$475K0.0%-11.2%0.373%
2/13/2025Envestnet Asset Management Inc.48,086$4.78M0.0%N/A3.757%
2/12/2025Unison Advisors LLC561,621$55.82M6.6%N/A43.877%
2/12/2025OLD Mission Capital LLC12,116$1.20M0.0%N/A0.947%
2/12/2025Life Planning Partners Inc24,549$2.44M0.3%N/A1.918%
2/11/2025LPL Financial LLC24,276$2.41M0.0%+783.4%1.897%
2/10/2025Harbour Investments Inc.6,735$669K0.0%+1,367.3%0.526%
2/10/2025Corient Private Wealth LLC2,850$283K0.0%N/A0.223%
2/10/2025Envestnet Portfolio Solutions Inc.3,142$312K0.0%N/A0.245%
2/10/2025Commonwealth Equity Services LLC148,578$14.77M0.0%+11.6%11.608%
2/10/2025EverSource Wealth Advisors LLC9,125$907K0.1%N/A0.713%
2/7/2025Avantax Planning Partners Inc.5,899$586K0.0%N/A0.461%
2/7/2025Oak Hill Wealth Advisors LLC7,227$718K0.2%N/A0.565%
2/6/2025Raymond James Financial Inc.7,311$727K0.0%N/A0.571%
2/6/2025Atria Investments Inc21,633$2.15M0.0%+150.3%1.690%
2/5/2025Maia Wealth LLC5,914$590K0.1%N/A0.462%
2/5/2025Gordian Advisors LLC4,313$429K0.3%N/A0.337%
2/5/2025Magnolia Private Wealth LLC5,050$502K0.3%N/A0.395%
2/3/2025Winebrenner Capital Management LLC2,700$268K0.2%N/A0.211%
2/3/2025Timonier Family Office LTD.5,907$587K0.3%N/A0.461%
2/3/2025Financial Management Network Inc.6,753$672K0.1%+92.2%0.528%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,176$415K0.0%N/A0.326%
1/31/2025JFS Wealth Advisors LLC3,195$318K0.0%+155.6%0.250%
1/30/2025Valeo Financial Advisors LLC3,120$310K0.0%N/A0.244%
1/30/2025Life Planning Partners Inc24,549$2.44M0.0%N/A1.918%
1/29/2025New Republic Capital LLC3,460$344K0.2%N/A0.270%
1/29/2025Elser Financial Planning Inc9,810$975K0.1%+177.7%0.766%
1/29/2025Luminvest Wealth Management LLC6,598$656K0.3%+5.4%0.515%
1/28/2025Joel Isaacson & Co. LLC26,842$2.67M0.1%+17.3%2.097%
1/28/2025Keystone Financial Group Inc.551$55K0.0%N/A0.043%
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1/23/2025Crews Bank & Trust1,400$139K0.0%N/A0.109%
1/23/2025DiNuzzo Private Wealth Inc.426$42K0.0%N/A0.033%
1/21/2025SJS Investment Consulting Inc.1,132$113K0.0%+2,035.8%0.088%
1/17/2025Genesis Private Wealth LLC8,807$875K0.5%N/A0.688%
1/16/2025Mitchell Mcleod Pugh & Williams Inc.7,741$769K0.2%+44.6%0.605%
1/14/2025Paragon Capital Management Ltd9,194$914K0.2%-35.8%0.718%
1/10/2025Heartwood Wealth Advisors LLC80,455$8.00M0.9%+0.6%6.286%
12/26/2024JPMorgan Chase & Co.9,341$945K0.0%N/A0.730%
11/26/2024Peapack Gladstone Financial Corp5,380$544K0.0%N/A0.420%
11/15/2024Jane Street Group LLC28,510$2.89M0.0%+93.9%2.227%
11/5/2024First Heartland Consultants Inc.5,092$515K0.1%N/A0.398%
11/5/2024Hemenway Trust Co LLC2,483$251K0.0%N/A0.194%
11/4/2024Mitchell Mcleod Pugh & Williams Inc.5,354$542K0.1%+118.8%0.418%
11/4/2024Sigma Planning Corp2,475$250K0.0%N/A0.193%
11/1/2024Atria Investments Inc8,642$874K0.0%N/A0.675%
10/25/2024JFS Wealth Advisors LLC1,250$126K0.0%N/A0.098%
10/23/2024Joel Isaacson & Co. LLC22,890$2.32M0.1%+13.3%1.788%
10/23/2024Financial Management Network Inc.3,514$354K0.1%N/A0.275%
10/10/2024Paragon Capital Management Ltd14,310$1.45M0.3%+25.8%1.118%
10/8/2024Heartwood Wealth Advisors LLC80,008$8.10M0.9%N/A6.251%
8/2/2024Silver Oak Advisory Group Inc.2,229$221K0.1%N/A0.174%
8/1/2024Mitchell Mcleod Pugh & Williams Inc.2,447$243K0.1%N/A0.191%
7/31/2024Sage Mountain Advisors LLC5,006$498K0.0%N/A0.391%
7/31/2024Commonwealth Equity Services LLC81,848$8.14M0.0%N/A6.394%
7/18/2024Lakewood Asset Management LLC2,428$241K0.2%N/A0.190%
4/30/2024Joel Isaacson & Co. LLC8,517$854K0.0%N/A1.481%
(Data available from 1/1/2016 forward)

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VTEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTEI shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF. The most heavily invested institutionals were Unison Advisors LLC ($55.82M), Commonwealth Equity Services LLC ($14.77M), Heartwood Wealth Advisors LLC ($8.00M), Envestnet Asset Management Inc. ($4.78M), Joel Isaacson & Co. LLC ($2.67M), Life Planning Partners Inc ($2.44M), and LPL Financial LLC ($2.41M).Learn more on VTEI's institutional investors.

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

Of the 49 institutional investors that purchased Vanguard Intermediate-Term Tax-Exempt Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Unison Advisors LLC ($561.62K), Commonwealth Equity Services LLC ($97.27K), Heartwood Wealth Advisors LLC ($80.46K), Life Planning Partners Inc ($49.10K), Envestnet Asset Management Inc. ($48.09K), Atria Investments Inc ($21.63K), and LPL Financial LLC ($21.53K).

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

Institutional investors have bought a total of 1,114,510 shares in the last 24 months. This purchase volume represents approximately $111.03M in transactions.

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

The following institutional investors have sold Vanguard Intermediate-Term Tax-Exempt Bond ETF stock in the last 24 months: Jane Street Group LLC ($16.46K), Paragon Capital Management Ltd ($5.12K), Cetera Investment Advisers ($1.32K), Beacon Pointe Advisors LLC ($1.20K), and Peapack Gladstone Financial Corp ($600.00).

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

Institutional investors have sold a total of 24,686 shares in the last 24 months. This volume of shares sold represents approximately $2.45M in transactions.


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This page (NYSEARCA:VTEI) was last updated on 4/1/2025 by MarketBeat.com Staff
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