Free Trial

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

$100.00 +0.22 (+0.22%)
As of 02/21/2025 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)
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
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
2/20/2025Westfuller 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%
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%
2/10/2025 Envestnet Portfolio Solutions Inc.3,142$312K0.0%N/A0.245%
2/10/2025 Commonwealth Equity Services LLC148,578$14.77M0.0%+11.6%11.608%
2/10/2025 EverSource Wealth Advisors LLC9,125$907K0.1%N/A0.713%
2/7/2025 Avantax Planning Partners Inc.5,899$586K0.0%N/A0.461%
2/7/2025 Oak Hill Wealth Advisors LLC7,227$718K0.2%N/A0.565%
2/6/2025 Raymond James Financial Inc.7,311$727K0.0%N/A0.571%
2/6/2025 Atria Investments Inc21,633$2.15M0.0%+150.3%1.690%
2/5/2025 Maia Wealth LLC5,914$590K0.1%N/A0.462%
2/5/2025 Gordian Advisors LLC4,313$429K0.3%N/A0.337%
2/5/2025 Magnolia Private Wealth LLC5,050$502K0.3%N/A0.395%
2/3/2025 Winebrenner Capital Management LLC2,700$268K0.2%N/A0.211%
2/3/2025 Timonier Family Office LTD.5,907$587K0.3%N/A0.461%
2/3/2025 Financial Management Network Inc.6,753$672K0.1%+92.2%0.528%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,176$415K0.0%N/A0.326%
1/31/2025 JFS Wealth Advisors LLC3,195$318K0.0%+155.6%0.250%
1/30/2025 Valeo Financial Advisors LLC3,120$310K0.0%N/A0.244%
1/30/2025 Life Planning Partners Inc24,549$2.44M0.0%N/A1.918%
1/29/2025 New Republic Capital LLC3,460$344K0.2%N/A0.270%
1/29/2025 Elser Financial Planning Inc9,810$975K0.1%+177.7%0.766%
1/29/2025 Luminvest Wealth Management LLC6,598$656K0.3%+5.4%0.515%
1/28/2025 Joel Isaacson & Co. LLC26,842$2.67M0.1%+17.3%2.097%
1/28/2025 Keystone Financial Group Inc.551$55K0.0%N/A0.043%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

1/23/2025 Crews Bank & Trust1,400$139K0.0%N/A0.109%
1/23/2025 DiNuzzo Private Wealth Inc.426$42K0.0%N/A0.033%
1/21/2025 SJS Investment Consulting Inc.1,132$113K0.0%+2,035.8%0.088%
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%
12/26/2024 JPMorgan Chase & Co.9,341$945K0.0%N/A0.730%
11/26/2024 Peapack Gladstone Financial Corp5,380$544K0.0%N/A0.420%
11/15/2024 Jane 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%
7/31/2024 Commonwealth 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, 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.



This page (NYSEARCA:VTEI) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners