Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad) Free VTEI Stock Alerts

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

$98.42 +0.03 (+0.03%)
As of 07/3/2025 05:00 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)
64
Total
Institutional Inflows
(last 12 months)
$161.67M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.93M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/14/2025Freedom Investment Management Inc.14,158$1.40M0.1%+3.1%0.262%
5/13/2025Cresset Asset Management LLC2,195$217K0.0%N/A0.041%
5/13/2025Stephen 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%
5/9/2025Silver 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%
5/8/2025Harbour Investments Inc.5,061$500K0.0%-24.9%0.094%
5/7/2025Financial 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%
5/1/2025Mitchell Mcleod Pugh & Williams Inc.8,221$812K0.2%+6.2%0.186%
4/30/2025Valeo 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%
4/25/2025Joel Isaacson & Co. LLC27,904$2.76M0.1%+4.0%0.630%
4/23/2025Oak 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%
4/22/2025JFS Wealth Advisors LLC4,195$415K0.0%+31.3%0.095%
4/22/2025Integrity Wealth Solutions LLC6,700$662K0.4%N/A0.151%
4/22/2025Crews Bank & Trust3,690$365K0.1%+163.6%0.083%
4/22/2025Aspire Private Capital LLC38,476$3.80M0.9%N/A0.869%
4/22/2025Elser Financial Planning Inc9,445$933K1.3%-3.7%0.213%
4/21/2025Envestnet Portfolio Solutions Inc.9,297$919K0.0%+195.9%0.210%
4/21/2025Heartwood Wealth Advisors LLC88,202$8.72M1.0%+9.6%1.991%
4/16/2025Paragon Capital Management Ltd11,216$1.11M0.2%+22.0%0.253%
4/15/2025Integrated Advisors Network LLC4,148$410K0.0%N/A0.094%
4/9/2025SigFig Wealth Management LLC3,251$321K0.0%N/A0.079%
2/20/2025Westfuller Advisors LLC2,160$215K0.1%N/A0.057%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
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%
2/14/2025Oak 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%
2/12/2025Unison Advisors LLC561,621$55.82M6.6%N/A43.877%
2/12/2025OLD Mission Capital LLC12,116$1.20M0.0%N/A0.947%
2/12/2025Life Planning Partners Inc24,549$2.44M0.3%N/A1.918%
2/11/2025LPL Financial LLC24,276$2.41M0.0%+783.4%1.897%
2/10/2025Harbour Investments Inc.6,735$669K0.0%+1,367.3%0.526%
2/10/2025Corient Private Wealth LLC2,850$283K0.0%N/A0.223%
2/10/2025Envestnet 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%
2/7/2025Oak 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%
2/5/2025Gordian Advisors LLC4,313$429K0.3%N/A0.337%
2/5/2025Magnolia 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%
2/3/2025Financial 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%
1/31/2025JFS Wealth Advisors LLC3,195$318K0.0%+155.6%0.250%
1/30/2025Valeo Financial Advisors LLC3,120$310K0.0%N/A0.244%
1/30/2025Life Planning Partners Inc24,549$2.44M0.0%N/A1.918%
1/29/2025New Republic Capital LLC3,460$344K0.2%N/A0.270%
1/29/2025Elser Financial Planning Inc9,810$975K0.1%+177.7%0.766%
1/29/2025Luminvest Wealth Management LLC6,598$656K0.3%+5.4%0.515%
1/28/2025Joel Isaacson & Co. LLC26,842$2.67M0.1%+17.3%2.097%
1/28/2025Keystone Financial Group Inc.551$55K0.0%N/A0.043%
1/23/2025Crews Bank & Trust1,400$139K0.0%N/A0.109%
1/23/2025DiNuzzo Private Wealth Inc.426$42K0.0%N/A0.033%
1/21/2025SJS Investment Consulting Inc.1,132$113K0.0%+2,035.8%0.088%
1/17/2025Genesis Private Wealth LLC8,807$875K0.5%N/A0.688%
1/16/2025Mitchell Mcleod Pugh & Williams Inc.7,741$769K0.2%+44.6%0.605%
1/14/2025Paragon Capital Management Ltd9,194$914K0.2%-35.8%0.718%
1/10/2025Heartwood 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%
Top Picks for Trump’s Pro-Crypto America (Ad)

Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…

Claim your pass to the Crypto Community Summit here (free for a limited time)
11/5/2024Hemenway Trust Co LLC2,483$251K0.0%N/A0.194%
11/4/2024Mitchell 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%
10/10/2024Paragon Capital Management Ltd14,310$1.45M0.3%+25.8%1.118%
10/8/2024Heartwood Wealth Advisors LLC80,008$8.10M0.9%N/A6.251%
8/2/2024Silver Oak Advisory Group Inc.2,229$221K0.1%N/A0.174%
(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, 66 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), Envestnet Asset Management Inc. ($25.52M), Commonwealth Equity Services LLC ($15.10M), Heartwood Wealth Advisors LLC ($8.72M), Cetera Investment Advisers ($7.49M), Aspire Private Capital LLC ($3.80M), and Ashton Thomas Private Wealth LLC ($3.60M).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 64 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 ($561.62K), Envestnet Asset Management Inc. ($258.27K), Commonwealth Equity Services LLC ($101.51K), Heartwood Wealth Advisors LLC ($88.20K), Cetera Investment Advisers ($73.04K), Life Planning Partners Inc ($49.10K), and Aspire Private Capital LLC ($38.48K).

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

Institutional investors have bought a total of 1,627,021 shares in the last 24 months. This purchase volume represents approximately $161.67M in transactions.

Which of Vanguard Intermediate-Term Tax-Exempt Bond ETF's 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 ($19.03K), Paragon Capital Management Ltd ($5.12K), Harbour Investments Inc. ($1.67K), Cetera Investment Advisers ($1.32K), Beacon Pointe Advisors LLC ($1.20K), Peapack Gladstone Financial Corp ($600.00), and Elser Financial Planning Inc ($365.00).

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

Institutional investors have sold a total of 29,502 shares in the last 24 months. This volume of shares sold represents approximately $2.93M in transactions.


Related Companies

This page (NYSEARCA:VTEI) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
The $15 Gold Fund That Pays Up to $1,152/Month
Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...
Investors Alley | Sponsored
A grave, grave error.
Famed financial analyst, Porter Stansberry, calls this technology “The Final Frontier” because it holds the ke...
Porter & Company | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Robots aren't coming to America in 2025. They are already here. Oxford Economics says, "The Robotics Rev...
Weiss Ratings | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored