Vanguard Intermediate-Term Tax-Exempt Bond is an exchange-traded fund on BATS. As of Q3 2025, 109 institutional investors hold shares in this ETF, with total holdings valued at $542.0M. Unison Advisors LLC is the largest holder with a position valued at $218.0M.
Overview of institutional ownership in VTEI as of Q3 2025
Institutions with the largest positions in VTEI as of Q3 2025
| Institution | Position Value |
|---|---|
Unison Advisors LLC RIA/Wealth | $218.0M 19.95% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $32.4M 0.01% of portfolio |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $27.9M 0.07% of portfolio |
Joel Isaacson & Co., LLC RIA/Wealth | $23.6M 0.85% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $21.3M 0.02% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $18.2M 0.03% of portfolio |
Cetera Investment Advisers RIA/Wealth | $17.6M 0.02% of portfolio |
$17.0M 0.49% of portfolio | |
SEEDS INVESTOR LLC Long Only Manager | $16.6M 3.50% of portfolio |
Equitable Holdings, Inc. Institution | $11.8M 0.09% of portfolio |
Institutional buying and selling activity for VTEI in Q3 2025
| Institution | Net Bought |
|---|---|
Unison Advisors LLC RIA/Wealth | +$158.4M +1.6M shares |
SEEDS INVESTOR LLC Long Only Manager | +$16.1M +160.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$9.0M +89.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$4.1M +41.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$3.2M +31.8K shares |
Aspire Private Capital, LLC RIA/Wealth | +$3.1M +30.7K shares |
Joel Isaacson & Co., LLC RIA/Wealth | +$2.9M +28.8K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$1.5M +15.2K shares |
Silver Oak Advisory Group, Inc. RIA/Wealth | +$1.3M +13.4K shares |
Ashton Thomas Private Wealth, LLC RIA/Wealth | +$1.1M +10.7K shares |
| Institution | Net Sold |
|---|---|
O OLD MISSION CAPITAL LLC Institution | −$2.2M −22.8K shares |
J JANE STREET GROUP, LLC Institution | −$2.1M −20.9K shares |
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$1.1M −11.3K shares |
P Paragon Capital Management Ltd RIA/Wealth | −$594.7K −5.9K shares |
Mill Creek Capital Advisors, LLC RIA/Wealth | −$565.1K −5.7K shares |
B BROWN ADVISORY INC RIA/Wealth | −$492.8K −5.0K shares |
Fort Point Capital Partners, LLC Fund of Funds | −$419.7K −4.3K shares |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | −$391.1K −4.0K shares |
New Republic Capital, LLC Venture Capital | −$341.0K −3.5K shares |
Valeo Financial Advisors, LLC RIA/Wealth | −$335.3K −3.3K shares |
Institutions that initiated new positions or completely exited VTEI in Q3 2025
| Institution | Position Value |
|---|---|
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $27.9M 278.4K shares |
TCI Wealth Advisors, Inc. RIA/Wealth | $2.0M 20.2K shares |
P PFG Private Wealth Management, LLC RIA/Wealth | $1.9M 19.2K shares |
OPPENHEIMER & CO INC RIA/Wealth | $1.4M 13.9K shares |
A A. D. Beadell Investment Counsel, Inc. Institution | $1.4M 13.5K shares |
Farther Finance Advisors, LLC RIA/Wealth | $1.0M 10.2K shares |
VISTA CAPITAL PARTNERS, INC. RIA/Wealth | $960.0K 9.6K shares |
WHITTIER TRUST CO OF NEVADA INC RIA/Wealth | $936.0K 9.3K shares |
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy | $834.7K 8.3K shares |
Warren Averett Asset Management, LLC RIA/Wealth | $507.3K 5.1K shares |
| Institution | Previous Position |
|---|---|
O OLD MISSION CAPITAL LLC Institution | $2.2M 22.8K shares |
Mill Creek Capital Advisors, LLC RIA/Wealth | $565.1K 5.7K shares |
B BROWN ADVISORY INC RIA/Wealth | $492.8K 5.0K shares |
Fort Point Capital Partners, LLC Fund of Funds | $419.7K 4.3K shares |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | $391.1K 4.0K shares |
New Republic Capital, LLC Venture Capital | $341.0K 3.5K shares |
H HRT FINANCIAL LLC Institution | $321.3K 3.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $310.6K 3.2K shares |
Aberdeen Wealth Management LLC RIA/Wealth | $200.4K 2.0K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | $11.5K 117.0 shares |
Institutions with the largest Call and Put options positions in VTEI as of Q3 2025
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Institutions with VTEI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Unison Advisors LLC RIA/Wealth | 19.95% $218.0M |
Seed Wealth Management, Inc. RIA/Wealth | 4.69% $5.0M |
SEEDS INVESTOR LLC Long Only Manager | 3.50% $16.6M |
Silver Oak Advisory Group, Inc. RIA/Wealth | 2.53% $5.2M |
Aspire Private Capital, LLC RIA/Wealth | 2.23% $10.4M |
STEPHEN J. GARRY & ASSOCIATES, LLC RIA/Wealth | 1.14% $1.4M |
A A. D. Beadell Investment Counsel, Inc. Institution | 1.14% $1.4M |
Heartwood Wealth Advisors LLC RIA/Wealth | 0.89% $9.2M |
P PFG Private Wealth Management, LLC RIA/Wealth | 0.87% $1.9M |
Integrity Wealth Solutions LLC RIA/Wealth | 0.87% $1.9M |
Discover hedge funds investing in VTEI

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
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