VTEI · VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF ETF
$97.99
-0.08 (-0.08%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,451,046
Total Shares: 24,275
Institutional Ownership Trend
4 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2024Top Holder
81.1%
+61.4 pts
Top 5
100.0%
+42.6 pts
Top 10
100.0%
+23.5 pts
HHI
6,932
Highly concentrated+6,001
Quarterly Activity
vs Sep 30, 2024
New
2
Increased
0
Decreased
0
Sold Out
24
Unchanged
0
Holder count:
-22
Institutional value:
-83.3%
Shares held:
-83.2%
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 19,682 | $1,987,291 | |
| Large Corient Private Wealth LLC | 4,593 | $463,755 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | 28,510 | $2,884,926 | |
| Mid Joel Isaacson & Co., LLC | 22,890 | $2,316,239 | |
| Micro Freedom Investment Management, Inc. | 13,708 | $1,387,112 | |
| Mega JPMORGAN CHASE & CO | 9,341 | $945,215 | |
| Mid Atria Investments, Inc | 8,642 | $874,483 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC VTEI | $1,987,291 | 81.08% | 19,682 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC VTEI | $463,755 | 18.92% | 4,593 | Shares | 2026-08-27 |