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

$98.71 +0.55 (+0.56%)
As of 08/1/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$244.25M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.39M
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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
8/1/2025Ashton Thomas Private Wealth LLC34,143$3.37M0.1%-6.2%0.560%
8/1/2025Envestnet Asset Management Inc.291,122$28.69M0.0%+12.7%4.772%
7/31/2025 Sage Mountain Advisors LLC2,984$294K0.0%-33.8%0.049%
7/31/2025 Moser Wealth Advisors LLC1,150$113K0.1%+21.1%0.019%
7/31/2025 Silver Oak Advisory Group Inc.38,914$3.84M1.9%+492.2%0.638%
7/30/2025 Retirement Planning Group LLC3,740$369K0.0%N/A0.061%
7/29/2025 Unison Advisors LLC594,466$58.59M6.6%N/A9.745%
7/28/2025 Harbour Investments Inc.4,906$484K0.0%-3.1%0.080%
7/25/2025 Envestnet Portfolio Solutions Inc.9,178$905K0.0%-1.3%0.150%
7/23/2025 Joel Isaacson & Co. LLC206,396$20.34M0.8%+639.7%3.384%
7/23/2025 Stephen J. Garry & Associates LLC14,466$1.43M1.2%-1.7%0.237%
7/22/2025 Valeo Financial Advisors LLC14,408$1.42M0.0%-55.0%0.236%
7/22/2025 Oak Hill Wealth Advisors LLC13,207$1.30M0.3%-4.6%0.217%
7/21/2025 Crews Bank & Trust4,350$429K0.1%+17.9%0.071%
7/18/2025 SigFig Wealth Management LLC7,879$774K0.0%+142.4%0.129%
7/18/2025 Truist Financial Corp14,489$1.43M0.0%+180.8%0.238%
7/17/2025 DiNuzzo Private Wealth Inc.729$72K0.0%+53.2%0.012%
7/17/2025 Genesis Private Wealth LLC8,162$804K0.4%-7.2%0.134%
7/17/2025 Luminvest Wealth Management LLC4,782$471K0.2%-27.5%0.078%
7/16/2025 Paragon Capital Management Ltd23,374$2.30M0.4%+108.4%0.383%
7/15/2025 Signal Tree Financial Partners LLC8,258$814K0.7%N/A0.135%
7/15/2025 Oak Wealth Advisors LLC7,478$737K0.5%+154.8%0.123%
7/14/2025 Seed Wealth Management Inc.47,245$4.66M3.5%N/A0.775%
7/10/2025 Financial Management Network Inc.10,547$1.04M0.2%+26.1%0.173%
7/8/2025 Heartwood Wealth Advisors LLC89,476$8.82M0.9%+1.4%1.479%
5/19/2025Jane Street Group LLC9,477$937K0.0%-21.4%0.176%
5/16/2025Ashton Thomas Private Wealth LLC36,397$3.60M0.1%N/A0.674%
5/16/2025Aberdeen Wealth Management LLC2,033$201K0.1%N/A0.038%
5/15/2025Flputnam Investment Management Co.3,968$392K0.0%N/A0.073%
5/15/2025OLD Mission Capital LLC34,538$3.41M0.0%+185.1%0.640%
5/14/2025Comerica Bank3,672$363K0.0%+3.1%0.068%
5/14/2025 Freedom Investment Management Inc.14,158$1.40M0.1%+3.1%0.262%
5/13/2025Cresset Asset Management LLC2,195$217K0.0%N/A0.041%
5/13/2025 Stephen J. Garry & Associates LLC14,716$1.45M1.4%-1.3%0.273%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors25,764$2.55M0.2%+517.0%0.477%
5/12/2025Maia Wealth LLC6,122$596K0.1%+3.5%0.113%
5/9/2025 Silver Oak Advisory Group Inc.6,571$649K0.3%+194.8%0.122%
5/9/2025Commonwealth Equity Services LLC152,811$15.10M0.0%+2.8%2.830%
5/8/2025IFG Advisory LLC2,900$287K0.0%+11.5%0.054%
5/8/2025 Harbour Investments Inc.5,061$500K0.0%-24.9%0.094%
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5/7/2025 Financial Management Network Inc.8,364$820K0.2%+23.9%0.155%
5/7/2025LPL Financial LLC27,289$2.70M0.0%+12.4%0.505%
5/6/2025Cetera Investment Advisers75,763$7.49M0.0%+2,681.3%1.403%
5/5/2025Kestra Private Wealth Services LLC4,026$398K0.0%+4.5%0.075%
5/2/2025Bryn Mawr Capital Management LLC3,000$296K0.0%N/A0.068%
5/1/2025 Mitchell Mcleod Pugh & Williams Inc.8,221$812K0.2%+6.2%0.186%
4/30/2025 Valeo Financial Advisors LLC31,991$3.16M0.1%+925.4%0.722%
4/30/2025Brown Advisory Inc.5,000$494K0.0%N/A0.113%
4/29/2025Envestnet Asset Management Inc.258,270$25.52M0.0%+437.1%5.830%
4/29/2025Avantax Planning Partners Inc.20,646$2.04M0.1%+250.0%0.466%
4/28/2025Smart Money Group LLC2,726$269K0.2%N/A0.050%
4/25/2025 Joel Isaacson & Co. LLC27,904$2.76M0.1%+4.0%0.630%
4/23/2025 Oak Hill Wealth Advisors LLC13,846$1.37M0.3%+91.6%0.313%
4/23/2025Timonier Family Office LTD.6,400$632K0.3%+8.3%0.144%
4/22/2025 JFS Wealth Advisors LLC4,195$415K0.0%+31.3%0.095%
4/22/2025Integrity Wealth Solutions LLC6,700$662K0.4%N/A0.151%
4/22/2025 Crews Bank & Trust3,690$365K0.1%+163.6%0.083%
4/22/2025 Aspire Private Capital LLC38,476$3.80M0.9%N/A0.869%
4/22/2025 Elser Financial Planning Inc9,445$933K1.3%-3.7%0.213%
4/21/2025 Envestnet Portfolio Solutions Inc.9,297$919K0.0%+195.9%0.210%
4/21/2025 Heartwood Wealth Advisors LLC88,202$8.72M1.0%+9.6%1.991%
4/16/2025 Paragon Capital Management Ltd11,216$1.11M0.2%+22.0%0.253%
4/15/2025Integrated Advisors Network LLC4,148$410K0.0%N/A0.094%
4/9/2025 SigFig Wealth Management LLC3,251$321K0.0%N/A0.079%
2/20/2025 Westfuller 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%
2/14/2025 Oak 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%
2/12/2025 Unison Advisors LLC561,621$55.82M6.6%N/A43.877%
2/12/2025OLD Mission Capital LLC12,116$1.20M0.0%N/A0.947%
2/12/2025 Life Planning Partners Inc24,549$2.44M0.3%N/A1.918%
2/11/2025LPL 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%
2/10/2025Corient Private Wealth LLC2,850$283K0.0%N/A0.223%
2/10/2025 Envestnet Portfolio Solutions Inc.3,142$312K0.0%N/A0.245%
2/10/2025Commonwealth 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%
2/7/2025 Oak 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%
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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%
2/3/2025Winebrenner Capital Management LLC2,700$268K0.2%N/A0.211%
2/3/2025Timonier Family Office LTD.5,907$587K0.3%N/A0.461%
2/3/2025 Financial 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%
1/31/2025 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%
1/29/2025New Republic Capital LLC3,460$344K0.2%N/A0.270%
(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, 71 institutional investors and hedge funds held shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF. The most heavily invested institutionals were Unison Advisors LLC ($58.59M), Envestnet Asset Management Inc. ($28.69M), Joel Isaacson & Co. LLC ($20.34M), Commonwealth Equity Services LLC ($15.10M), Heartwood Wealth Advisors LLC ($8.82M), Cetera Investment Advisers ($7.49M), and Seed Wealth Management Inc. ($4.66M).Learn more on Vanguard Intermediate-Term Tax-Exempt Bond ETF's institutional investors.

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

Of the 69 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 ($1.16M), Envestnet Asset Management Inc. ($291.12K), Joel Isaacson & Co. LLC ($194.70K), Commonwealth Equity Services LLC ($101.51K), Heartwood Wealth Advisors LLC ($89.48K), Cetera Investment Advisers ($73.04K), and Life Planning Partners Inc ($49.10K).

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

Institutional investors have bought a total of 2,465,687 shares in the last 24 months. This purchase volume represents approximately $244.25M in transactions.

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

Of the 15 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: Jane Street Group LLC ($19.03K), Valeo Financial Advisors LLC ($17.58K), Paragon Capital Management Ltd ($5.12K), Ashton Thomas Private Wealth LLC ($2.25K), Harbour Investments Inc. ($1.83K), Luminvest Wealth Management LLC ($1.82K), and Sage Mountain Advisors LLC ($1.53K).

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

Institutional investors have sold a total of 54,473 shares in the last 24 months. This volume of shares sold represents approximately $5.39M in transactions.


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This page (NYSEARCA:VTEI) was last updated on 8/2/2025 by MarketBeat.com Staff
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