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

$96.60 +0.47 (+0.48%)
As of 09:30 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Vanguard Intermediate-Term Tax-Exempt Bond ETF (BATS:VTEI)

Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$501.66M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$7.05M
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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
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors57,680$5.50M0.3%+3.0%0.953%
10/15/2026Summit Financial Strategies Inc.4,670$445K0.0%+96.8%0.077%
10/13/2026Midwest Financial Network LLC6,566$626K0.5%+17.3%0.109%
10/9/2026Wedmont Private Capital102,209$9.74M0.2%N/A1.689%
10/9/2026Paragon Capital Management Ltd61,371$5.85M1.1%+274.9%1.014%
10/9/2026First Heartland Consultants Inc.17,191$1.64M0.1%N/A0.284%
10/8/2026Farther Finance Advisors LLC14,521$1.38M0.0%+3.9%0.240%
10/8/2026Avidian Wealth Enterprises LLC4,146$395K0.0%N/A0.069%
10/8/2026Valeo Financial Advisors LLC24,459$2.33M0.1%+73.9%0.404%
10/7/2026Cassilly Financial Group LLC21,927$2.09M1.4%N/A0.362%
10/7/2026SigFig Wealth Management LLC17,695$1.69M0.0%+6.4%0.292%
10/7/2026American National Bank & Trust1,488$142K0.0%N/A0.025%
10/5/2026Ferguson Wellman Capital Management Inc.578,161$55.13M0.7%N/A9.556%
10/5/2026Heartwood Wealth Advisors LLC82,138$7.83M0.6%+0.9%1.358%
9/23/2026Envestnet Portfolio Solutions Inc.17,494$1.77M0.0%+44.9%0.289%
9/23/2026Envestnet Asset Management Inc.383,067$38.68M0.0%+10.7%6.332%
9/9/2026Summit Financial Strategies Inc.2,373$240K0.0%N/A0.039%
9/9/2026Integrated Wealth Concepts LLC564$57K0.0%N/A0.009%
9/9/2026NewEdge Advisors LLC7,662$774K0.0%-4.2%0.127%
9/8/2026Paragon Capital Management Ltd16,371$1.65M0.3%-5.7%0.271%
9/2/2026Citadel Advisors LLC19,682$1.99M0.0%-42.6%0.325%
8/27/2026Corient Private Wealth LP4,593$464K0.0%+4.8%0.076%
8/20/2026A. D. Beadell Investment Counsel Inc.14,475$1.46M0.9%+4.7%0.239%
8/20/2026JNBA Financial Advisors92,273$9.32M0.5%N/A1.525%
8/20/2026BTG Pactual Asset Management US LLC99,662$10.06M0.6%N/A1.647%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,427$245K0.0%N/A0.040%
7/9/2026Valeo Financial Advisors LLC14,064$1.42M0.0%-4.6%0.232%
7/9/2026Worth Asset Management LLC2,931$296K0.1%N/A0.048%
7/8/2026First Heartland Consultants Inc.17,170$1.73M0.1%-10.1%0.284%
7/8/2026Apella Capital LLC55,564$5.60M0.1%-0.2%0.918%
7/8/202655 North Private Wealth LLC6,377$644K0.1%+76.7%0.105%
7/8/2026Midwest Financial Network LLC5,598$565K0.4%+118.1%0.093%
6/4/2026Midwest Financial Network LLC2,567$257K0.2%N/A0.042%
6/3/2026NewEdge Advisors LLC7,994$799K0.0%-3.3%0.132%
5/29/2026Mullaney Keating & Wright Inc.2,798$280K0.2%N/A0.046%
5/19/2026Bank of America Corp DE205,701$20.56M0.0%+53.8%3.400%
5/18/2026EverSource Wealth Advisors LLC4,395$439K0.0%-8.7%0.073%
5/18/2026Royal Bank of Canada6,151$615K0.0%+45.9%0.102%
5/15/2026Gateway Wealth Partners LLC6,140$614K0.0%N/A0.101%
5/15/2026Waverly Advisors LLC10,502$1.05M0.0%+77.8%0.174%
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5/14/2026Compound Planning Inc.6,382$638K0.0%N/A0.105%
5/13/2026Cetera Investment Advisers198,090$19.80M0.0%+5.8%3.274%
5/13/2026Alesco Advisors LLC An ESL Co7,255$725K0.0%+64.0%0.120%
5/8/2026Stone Loft Wealth Management LLC11,442$1.14M0.8%N/A0.189%
5/5/2026D.A. Davidson & CO.3,200$320K0.0%+18.5%0.053%
5/5/2026Sanctuary Advisors LLC2,754$275K0.0%+6.7%0.046%
5/5/2026Avantax Planning Partners Inc.190,307$19.02M0.5%+19.0%3.146%
5/4/2026Bryn Mawr Trust Advisors LLC10,872$1.09M0.1%+1.8%0.180%
5/4/2026Integrity Wealth Solutions LLC23,381$2.34M0.9%+3.6%0.386%
5/2/2026Silver Oak Advisory Group Inc.61,603$6.16M2.7%+3.6%1.018%
5/1/2026Ferguson Wellman Capital Management Inc.580,080$57.97M0.8%N/A9.588%
5/1/2026Fifth Third Bancorp1,716$171K0.0%N/A0.028%
5/1/2026Rossmore Private Capital7,685$768K0.1%+9.8%0.127%
5/1/2026WealthShield Partners LLC247$25K0.0%-62.7%0.004%
4/30/2026Hassell Wealth Management LLC13,996$1.40M0.5%N/A0.231%
4/30/2026Integrity Investment Advisors LLC8,380$838K0.5%N/A0.139%
4/29/2026Unison Advisors LLC2,367,952$236.65M18.0%+7.8%39.140%
4/28/2026Ascentis Independent Advisors1,250$125K0.0%N/A0.021%
4/27/2026TCI Wealth Advisors Inc.21,273$2.13M0.1%+1.7%0.352%
4/24/2026Mitchell Mcleod Pugh & Williams Inc.13,767$1.38M0.2%-9.3%0.228%
4/23/2026KOM Wealth Management Group LLC2,006$201K0.1%N/A0.033%
4/23/2026North Star Investment Management Corp.819$82K0.0%+41.0%0.014%
4/22/2026Aspire Private Capital LLC117,819$11.78M2.7%+13.9%1.947%
4/21/2026Sequent Planning LLC7,187$718K0.2%+90.1%0.119%
4/21/2026Verus Financial Partners Inc.29,016$2.92M0.3%N/A0.480%
4/20/2026Kestra Private Wealth Services LLC8,336$833K0.0%+115.6%0.138%
4/20/2026Apella Capital LLC55,664$5.62M0.1%+6.9%0.920%
4/18/2026Cora Capital Advisors LLC8,841$884K0.3%N/A0.146%
4/17/2026A. D. Beadell Investment Counsel Inc.13,825$1.38M0.9%+2.6%0.229%
4/17/2026AdvisorNet Financial Inc295$29K0.0%N/A0.005%
4/17/2026Financial Management Network Inc.16,279$1.64M0.3%+29.9%0.269%
4/16/2026Stephen J. Garry & Associates LLC9,775$977K0.8%-6.4%0.162%
4/16/2026Genesis Private Wealth LLC13,744$1.37M0.4%+8.6%0.227%
2/18/2026Beacon Pointe Advisors LLC3,751$378K0.0%+44.4%0.033%
2/18/2026NewEdge Advisors LLC8,269$834K0.0%+75.0%0.073%
2/17/2026AQR Capital Management LLC2,961$299K0.0%-64.9%0.026%
2/17/2026Cetera Investment Advisers187,165$18.87M0.0%+6.8%1.656%
2/17/2026Equitable Holdings Inc.131,334$13.24M0.1%+11.7%1.162%
2/17/2026Osaic Holdings Inc.11,476$1.16M0.0%+49.3%0.102%
2/17/2026Donalies Financial Planning LLC2,708$273K0.2%N/A0.024%
2/17/2026Captrust Financial Advisors22,826$2.30M0.0%N/A0.202%
2/17/2026&PARTNERS36,405$3.67M0.0%+1,688.1%0.322%
2/17/2026Royal Bank of Canada4,216$425K0.0%+201.4%0.037%
2/17/2026Dempze Nancy E1,994$201K0.1%N/A0.018%
2/16/2026Mariner LLC17,741$1.79M0.0%+10.9%0.157%
2/16/2026Fort Point Capital Partners LLC9,332$948K0.1%N/A0.083%
2/13/2026CreativeOne Wealth LLC2,649$267K0.0%N/A0.023%
2/13/2026Asset Allocation Strategies LLC2,477$250K0.0%N/A0.022%
2/12/2026Jane Street Group LLC33,593$3.39M0.0%-28.7%0.297%
2/12/2026HRT Financial LP3,384$341K0.0%N/A0.030%
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2/12/2026Commonwealth Equity Services LLC205,871$20.76M0.0%+13.4%1.822%
2/12/2026Bank of Montreal Can1,500$151K0.0%N/A0.013%
2/11/2026Mitchell Mcleod Pugh & Williams Inc.15,175$1.55M0.2%+31.4%0.134%
2/11/2026Oak Wealth Advisors LLC17,393$1.75M1.0%+42.2%0.154%
2/11/2026TIAA Trust National Association403,849$40.72M0.1%+45.1%3.574%
2/11/2026Cerity Partners LLC17,666$1.78M0.0%N/A0.156%
2/11/2026LPL Financial LLC43,910$4.43M0.0%+12.3%0.389%
2/11/2026J.W. Cole Advisors Inc.2,094$211K0.0%-9.0%0.019%
2/10/2026Goldman Sachs Group Inc.3,356$338K0.0%N/A0.030%
2/10/2026Essex Financial Services Inc.4,011$404K0.0%+58.9%0.035%


VTEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 167 institutional investors and hedge funds held shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF. The most heavily invested institutionals were Unison Advisors LLC ($236.65M), Ferguson Wellman Capital Management Inc. ($55.13M), TIAA Trust National Association ($40.72M), Envestnet Asset Management Inc. ($38.68M), Joel Isaacson & Co. LLC ($23.86M), HighTower Advisors LLC ($22.65M), and Commonwealth Equity Services LLC ($20.76M).Learn more on Vanguard Intermediate-Term Tax-Exempt Bond ETF's institutional investors.

Of the 163 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 ($2.93M), Ferguson Wellman Capital Management Inc. ($1.16M), TIAA Trust National Association ($403.85K), Envestnet Asset Management Inc. ($359.96K), Joel Isaacson & Co. LLC ($216.44K), Cetera Investment Advisers ($189.05K), and Bank of America Corp DE ($156.07K).

Institutional investors have bought a total of 5,040,149 shares in the last 24 months. This purchase volume represents approximately $501.50M in transactions.

Of the 24 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: Citadel Advisors LLC ($14.62K), Jane Street Group LLC ($13.51K), Avantax Planning Partners Inc. ($11.07K), AQR Capital Management LLC ($5.47K), Stephen J. Garry & Associates LLC ($4.30K), Valeo Financial Advisors LLC ($4.03K), and Seeds Investor LLC ($2.97K).

Institutional investors have sold a total of 69,985 shares in the last 24 months. This volume of shares sold represents approximately $7.05M in transactions.


Related Companies

Institutional ownership data for BATS:VTEI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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