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

$99.91 +0.19 (+0.19%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Intermediate-Term Tax-Exempt Bond ETF (NYSEARCA:VTEI)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$22.92M
Number of
Institutional Sellers
(last 12 months)
0
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VTEI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Jane Street Group LLC28,510$2.89M0.0%+93.9%2.227%
11/5/2024 First Heartland Consultants Inc.5,092$515K0.1%N/A0.398%
11/5/2024 Hemenway Trust Co LLC2,483$251K0.0%N/A0.194%
11/4/2024 Mitchell Mcleod Pugh & Williams Inc.5,354$542K0.1%+118.8%0.418%
11/4/2024 Sigma Planning Corp2,475$250K0.0%N/A0.193%
11/1/2024 Atria Investments Inc8,642$874K0.0%N/A0.675%
10/25/2024 JFS Wealth Advisors LLC1,250$126K0.0%N/A0.098%
10/23/2024 Joel Isaacson & Co. LLC22,890$2.32M0.1%+13.3%1.788%
10/23/2024 Financial Management Network Inc.3,514$354K0.1%N/A0.275%
10/10/2024 Paragon Capital Management Ltd14,310$1.45M0.3%+25.8%1.118%
10/8/2024 Heartwood Wealth Advisors LLC80,008$8.10M0.9%N/A6.251%
8/2/2024 Silver Oak Advisory Group Inc.2,229$221K0.1%N/A0.174%
8/1/2024 Mitchell Mcleod Pugh & Williams Inc.2,447$243K0.1%N/A0.191%
7/31/2024 Sage Mountain Advisors LLC5,006$498K0.0%N/A0.391%
7/31/2024Commonwealth Equity Services LLC81,848$8.14M0.0%N/A6.394%
7/18/2024 Lakewood Asset Management LLC2,428$241K0.2%N/A0.190%
4/30/2024 Joel Isaacson & Co. LLC8,517$854K0.0%N/A1.481%
(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, 15 institutional investors and hedge funds held shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($8.14M), Heartwood Wealth Advisors LLC ($8.10M), Jane Street Group LLC ($2.89M), Joel Isaacson & Co. LLC ($2.32M), Paragon Capital Management Ltd ($1.45M), Atria Investments Inc ($874K), and Mitchell Mcleod Pugh & Williams Inc. ($542K).Learn more on VTEI's institutional investors.

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

Of the 15 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: Commonwealth Equity Services LLC ($81.85K), Heartwood Wealth Advisors LLC ($80.01K), Jane Street Group LLC ($13.81K), Joel Isaacson & Co. LLC ($11.20K), Atria Investments Inc ($8.64K), Mitchell Mcleod Pugh & Williams Inc. ($5.35K), and First Heartland Consultants Inc. ($5.09K).

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

Institutional investors have bought a total of 228,270 shares in the last 24 months. This purchase volume represents approximately $22.92M in transactions.



This page (NYSEARCA:VTEI) was last updated on 11/17/2024 by MarketBeat.com Staff
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