V
Vanguard Intermediate-Term Tax-Exempt Bond
VTEI • BATS
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
Overview of institutional ownership in VTEI as of Q3 2025
All Institutions
- Institutions
- 109
- Value Held
- $542.0M
- Shares Held
- 5.4M
- Avg Position
- $5.0M
- Median Position
- $834.7K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $4.0M
- Shares Held
- 39.5K
- Avg Position
- $991.4K
- Median Position
- $840.1K
Biggest Investors
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 |
Net Capital Flow
Institutional buying and selling activity for VTEI in Q3 2025
- Traded
- +$247.1M
- Buyers
- 81
- Sellers
- 23
- Total Bought
- +$257.2M
- Total Sold
- −$10.1M
- Avg Position
- $4.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Unison Advisors LLC RIA/Wealth | +$158.4M +1.6M shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | +$27.9M +278.4K 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 |
 TCI Wealth Advisors, Inc. RIA/Wealth | +$2.0M +20.2K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | +$1.9M +19.2K shares |
Biggest Sellers
| 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 |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VTEI in Q3 2025
- New Positions
- 28
- New Value
- $42.9M
- Exited Positions
- 11
- Exited Value
- $5.3M
New Positions
| 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 |
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 |
Exited Positions
| 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 |
Options Activity
Institutions with the largest Call and Put options positions in VTEI as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Most Committed Institutions
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 |
PFG Private Wealth Management, LLC RIA/Wealth | 0.87% $1.9M |
 Integrity Wealth Solutions LLC RIA/Wealth | 0.87% $1.9M |
Hedge Fund Spotlight
Discover hedge funds investing in VTEI
HBK Sorce Advisory LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerMatthew Atcheson Leffers
- Portfolio Value
- $4.1B
- Positions
- 732
- Last Reported
- Q3 2025
Sector Allocation
V
Position in Vanguard Intermediate-Term Tax-Exempt Bond
- Market Value
- $834.7K
- Shares Held
- 8.3K
- Portfolio Weight
- 0.02%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $897.0M | 21.96% | |
ETF ETF | $680.4M | 16.66% | |
ETF ETF | $464.3M | 11.37% |
