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

$97.76 -0.21 (-0.21%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Intermediate-Term Tax-Exempt Bond ETF (NYSEARCA:VTEI)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$144.27M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.49M
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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
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%
4/30/2025 Valeo Financial Advisors LLC31,991$3.16M0.1%+925.4%0.722%
4/30/2025 Brown Advisory Inc.5,000$494K0.0%N/A0.113%
4/29/2025 Envestnet Asset Management Inc.258,270$25.52M0.0%+437.1%5.830%
4/29/2025 Avantax Planning Partners Inc.20,646$2.04M0.1%+250.0%0.466%
4/28/2025 Smart Money Group LLC2,726$269K0.2%N/A0.062%
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%
4/23/2025 Timonier 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%
4/22/2025 Integrity 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%
4/15/2025 Integrated 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%
2/13/2025 Envestnet 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%
2/12/2025 Life Planning Partners Inc24,549$2.44M0.3%N/A1.918%
2/11/2025LPL Financial LLC24,276$2.41M0.0%+783.4%1.897%
2/10/2025Harbour Investments Inc.6,735$669K0.0%+1,367.3%0.526%
2/10/2025Corient Private Wealth LLC2,850$283K0.0%N/A0.223%
2/10/2025 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%
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2/10/2025EverSource 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%
2/6/2025Raymond 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%
2/5/2025 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%
2/3/2025Financial 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%
1/31/2025 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%
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%
1/28/2025Keystone Financial Group Inc.551$55K0.0%N/A0.043%
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%
1/16/2025Mitchell 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%
11/5/2024 Hemenway 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%
10/25/2024 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%
10/23/2024Financial 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%
8/1/2024Mitchell 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%
4/30/2024 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, 58 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 ($14.77M), Heartwood Wealth Advisors LLC ($8.72M), Aspire Private Capital LLC ($3.80M), Valeo Financial Advisors LLC ($3.16M), and Joel Isaacson & Co. LLC ($2.76M).Learn more on VTEI's institutional investors.

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

Of the 56 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), Envestnet Asset Management Inc. ($258.27K), Commonwealth Equity Services LLC ($97.27K), Heartwood Wealth Advisors LLC ($88.20K), Life Planning Partners Inc ($49.10K), Aspire Private Capital LLC ($38.48K), and Valeo Financial Advisors LLC ($31.99K).

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

Institutional investors have bought a total of 1,459,481 shares in the last 24 months. This purchase volume represents approximately $145.12M 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), 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 25,051 shares in the last 24 months. This volume of shares sold represents approximately $2.49M in transactions.


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This page (NYSEARCA:VTEI) was last updated on 5/2/2025 by MarketBeat.com Staff
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