Free Trial

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

$99.18 +0.14 (+0.14%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$25.57M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$508.48K
Get VTEI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Intermediate-Term Tax-Exempt Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/17/2025 Genesis Private Wealth LLC8,807$875K0.5%N/A0.688%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.7,741$769K0.2%+44.6%0.605%
1/14/2025 Paragon Capital Management Ltd9,194$914K0.2%-35.8%0.718%
1/10/2025 Heartwood 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%
11/4/2024 Mitchell 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%
10/10/2024 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%
8/2/2024Silver 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%
7/31/2024Sage Mountain Advisors LLC5,006$498K0.0%N/A0.391%
7/31/2024Commonwealth Equity Services LLC81,848$8.14M0.0%N/A6.394%
7/18/2024 Lakewood 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)

VTEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTEI shares?

During the previous two years, 18 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 ($8.00M), Jane Street Group LLC ($2.89M), Joel Isaacson & Co. LLC ($2.32M), JPMorgan Chase & Co. ($945K), Paragon Capital Management Ltd ($914K), and Genesis Private Wealth LLC ($875K).Learn more on VTEI's institutional investors.

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

Of the 18 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 ($80.46K), Jane Street Group LLC ($13.81K), Joel Isaacson & Co. LLC ($11.20K), JPMorgan Chase & Co. ($9.34K), Genesis Private Wealth LLC ($8.81K), and Atria Investments Inc ($8.64K).

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

Institutional investors have bought a total of 254,632 shares in the last 24 months. This purchase volume represents approximately $25.57M 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: Paragon Capital Management Ltd ($5.12K).

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

Institutional investors have sold a total of 5,116 shares in the last 24 months. This volume of shares sold represents approximately $508.48K in transactions.



This page (NYSEARCA:VTEI) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners