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Disclosery

VTEI VANGUARD MUN BD FDS

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INTERMEDIATE TRM (fund)

168 managers (175 13F filers) reported a position in VTEI shares at 2026-06-30, 7,997,994 shares in all. 30 filers opened a position and 11 filers sold out during the quarter.

Managers
168
13F filers
175
New
30
Added
82
Reduced
37
Sold out
11
Shares held by filers
7,997,994

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Unison Advisors LLC2,386,124$241M16.8%+18,17213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC561,581$56.7M0.69%-18,49913F-HRTimeline
TIAAgroup of 4 filers holding422,749$42.7M-25,945Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding400,561$40.4M+42,499Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/334,859$33.8M<0.01%+129,15813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC246,117$24.9M0.03%+11,35713F-HRTimeline
Joel Isaacson & Co., LLC240,333$24.3M0.7%+8,78113F-HRTimeline
HighTower Advisors, LLC236,290$23.9M0.02%+17,85613F-HRTimeline
Cetera Investment Advisers203,435$20.5M0.02%+5,34513F-HRTimeline
Avantax Planning Partners, Inc.187,307$18.9M0.47%-3,00013F-HRTimeline
SEEDS INVESTOR LLC163,498$16.5M1.7%-10313F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC146,836$14.8M4.62%new13F-HRTimeline
Merit Financial Group, LLC139,584$14.1M0.09%+51,84713F-HR/ATimeline
Aspire Private Capital, LLC137,153$13.8M2.86%+19,33413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.126,352$12.8M0.08%-12,54213F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC94,424$9.53M3.61%+80,30113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION87,055$8.79M0.63%+11,73413F-HRTimeline
Heartwood Wealth Advisors LLC81,425$8.22M0.64%+8,83213F-HRTimeline
Silver Oak Advisory Group, Inc.73,232$7.39M2.92%+11,62913F-HRTimeline
Atria Investments, Inc67,449$6.81M0.07%+4,16213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,926$6.65M<0.01%+17,05513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC64,478$6.51M0.14%-1,17413F-HRTimeline
S.A. Mason LLC63,407$6.4M1.97%+8,12113F-HRTimeline
LPL Financial LLC60,901$6.15M<0.01%+9,05613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …55,973$5.65M0.28%+3,23513F-HRTimeline
Apella Capital, LLC55,564$5.59M0.08%-10013F-HRTimeline
Hassell Wealth Management, LLC52,922$5.32M1.63%+38,92613F-HRTimeline
Seed Wealth Management, Inc.49,335$4.98M3.15%-55013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,007$4.85M0.01%+1,85413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC39,323$3.97M<0.01%+23,18513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,313$3.87M<0.01%-6,64513F-HRTimelineGroup
Verus Financial Partners, Inc.37,425$3.78M0.32%+8,40913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,041$3.24M<0.01%+12,77913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS27,367$2.76M<0.01%+31313F-HRTimeline
Integrity Wealth Solutions LLC24,004$2.42M0.9%+62313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,922$2.31M<0.01%+7,09013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC22,470$2.27M<0.01%-78413F-HRTimelineGroup
TCI Wealth Advisors, Inc.21,278$2.15M0.09%+513F-HRTimeline
Timonier Family Office, LTD.20,803$2.1M0.59%13F-HRTimeline
Elser Financial Planning, Inc19,952$2.01M0.09%+12,92013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,682$1.99M<0.01%-14,61713F-HRTimelineGroup
Frankly Finances, LLC19,295$1.95M1.54%+4,47613F-HR/ATimeline
Elequin Capital, LP18,378$1.86M0.06%+6,01713F-HRTimeline
HARBOUR INVESTMENTS, INC.17,257$1.74M0.02%+3,45713F-HRTimeline
Oak Wealth Advisors LLC17,194$1.74M0.83%-19913F-HRTimeline
First Heartland Consultants, Inc.17,170$1.73M0.11%-1,92813F-HRTimeline
SigFig Wealth Management, LLC16,637$1.68M0.04%+1,43813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC16,641$1.67M0.24%+36213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding16,499$1.67M+1,997Timeline
Paragon Capital Management Ltd16,371$1.65M0.31%-99113F-HRTimeline
&PARTNERS16,295$1.65M0.01%+6,59513F-HRTimeline
GENESIS PRIVATE WEALTH, LLC15,812$1.6M0.45%+2,06813F-HRTimeline
Compound Planning, Inc.15,119$1.53M0.04%+8,73713F-HRTimeline
A. D. Beadell Investment Counsel, Inc.14,475$1.46M0.94%+65013F-HRTimeline
Avidian Wealth Enterprises, LLC14,313$1.45M0.04%new13F-HRTimeline
Freedom Investment Management, Inc.14,309$1.44M0.4%-24913F-HRTimeline
Valeo Financial Advisors, LLC14,064$1.42M0.03%-68413F-HRTimeline
Farther Finance Advisors, LLC13,976$1.41M0.01%+2,49813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC13,775$1.39M0.17%+813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,682$1.38M0.01%-7,30913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding13,671$1.38M+13,606Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,498$1.36M<0.01%-84,75513F-HRTimelineGroup
Sheridan Capital Management, LLC12,025$1.21M0.58%-2,47513F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC11,599$1.16M0.66%+15713F-HRTimeline
Clearstead Advisors, LLC11,084$1.12M0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,995$1.11M0.04%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,872$1.1M0.05%013F-HRTimeline
JFS WEALTH ADVISORS, LLC10,715$1.08M0.05%013F-HRTimeline
Waverly Advisors, LLC10,481$1.06M0.01%-2113F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,440$1.05M0.02%+3,18513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,397$1.05M<0.01%+4,24613F-HRTimelineGroup
IAM Advisory, LLC10,155$1.03M0.2%+12313F-HRTimeline
Retirement Planning Group, LLC10,120$1.02M0.03%013F-HRTimeline
Sprinkle Financial Consultants LLC10,103$1.02M0.4%+7713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding9,832$993K-3,158Timeline
HBK Sorce Advisory LLC9,783$972K0.02%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,568$966K0.08%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC9,325$942K0.69%-45013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC9,189$928K0.61%013F-HRTimeline
CORA CAPITAL ADVISORS LLC8,841$893K0.25%013F-HRTimeline
FIRST MANHATTAN CO. LLC.8,500$858K<0.01%new13F-HRTimeline
Sequent Planning LLC8,462$854K0.18%+1,27513F-HRTimeline
CFS Investment Advisory Services, LLC8,377$845K0.06%new13F-HRTimeline
Tribridge Partners Financial LLC8,268$821K0.32%+87413F-HRTimeline
Beacon Pointe Advisors, LLC7,718$779K<0.01%-6,58913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,705$778K0.01%013F-HRTimeline
Rossmore Private Capital7,685$776K0.06%013F-HRTimeline
NewEdge Advisors, LLC7,662$774K<0.01%-33213F-HRTimeline
Chicago Partners Investment Group LLC7,741$766K0.02%+4,96013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,824$690K0.01%+77213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,844$688K<0.01%+4413F-HRTimeline
55 North Private Wealth, LLC6,377$644K0.13%+2,76913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,927$598K<0.01%-99513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,856$591K0.01%new13F-HRTimelineGroup
D.B. Root & Company, LLC5,765$582K0.12%+74013F-HRTimeline
Midwest Financial Network, LLC5,598$565K0.39%+3,03113F-HRTimeline
Crews Bank & Trust5,515$557K0.07%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC5,425$548K0.36%+1,00013F-HRTimeline
OneDigital Investment Advisors LLC5,301$535K<0.01%+4113F-HRTimeline
WealthSpring Partners, LLC5,282$533K0.46%+613F-HRTimeline
NESTEGG ADVISORS, INC.5,224$528K0.37%new13F-HRTimeline
Per Stirling Capital Management, LLC.5,067$512K0.05%+14413F-HRTimeline
Integrated Advisors Network LLC5,015$506K0.02%new13F-HRTimeline
CoreCap Advisors, LLC4,872$492K0.01%+1713F-HRTimeline
Luminvest Wealth Management LLC4,782$483K0.11%013F-HRTimeline
Integrity Investment Advisors, LLC4,767$481K0.21%-3,61313F-HRTimeline
Independent Advisor Alliance4,742$479K0.01%+47313F-HRTimeline
Symmetry Partners, LLC4,730$478K0.02%+82913F-HRTimeline
IFG Advisory, LLC4,705$475K0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,593$464K<0.01%+21113F-HR/ATimelineGroup
Donalies Financial Planning, LLC4,490$453K0.33%+65613F-HRTimeline
Advisory Services Network, LLC4,484$453K0.01%+93413F-HRTimeline
SCS Capital Management LLC4,390$443K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,344$439K0.01%+55313F-HRTimelineGroup
Gordian Advisors LLC4,313$435K0.26%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,100$414K0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC3,969$401K0.02%-2,17113F-HRTimeline
Modera Wealth Management, LLC3,833$387K<0.01%new13F-HRTimeline
25 LLC3,775$381K0.1%-2,53513F-HRTimeline
Cambridge Investment Research Advisors,…3,776$381K<0.01%013F-HR/ATimeline
Summit Financial, LLC3,156$319K<0.01%+2413F-HRTimeline
Sage Mountain Advisors LLC2,984$301K0.02%013F-HRTimeline
Sanctuary Advisors, LLC2,978$301K<0.01%+22413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,961$299K<0.01%013F-HRTimelineGroup
Worth Asset Management, LLC2,931$296K0.09%new13F-HRTimeline
Mullaney, Keating & Wright, Inc.2,820$285K0.14%+2213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,819$285K0.17%013F-HRTimeline
One Degree Advisors Inc2,792$281K0.06%-8713F-HRTimeline
MB Generational Wealth, LLC2,723$275K0.13%new13F-HRTimeline
GeoWealth Management, LLC2,579$260K0.01%new13F-HRTimeline
Hemenway Trust Co LLC2,483$251K0.02%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,427$245K0.03%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,402$243K0.06%new13F-HRTimeline
Lakewood Asset Management LLC2,391$241K0.13%+2113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,373$240K0.01%-2,02213F-HRTimelineGroup
Summit Financial Strategies, Inc.2,373$240K0.02%new13F-HRTimeline
Westfuller Advisors, LLC2,255$228K0.08%+1713F-HRTimeline
D.A. DAVIDSON & CO.2,200$222K<0.01%-1,00013F-HRTimeline
Wingate Wealth Advisors, Inc.2,063$208K0.09%+1013F-HRTimeline
KOM Wealth Management Group, LLC2,022$204K0.12%+1613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,015$203K<0.01%new13F-HRTimelineGroup
Net Worth Advisory Group2,009$203K0.05%-11613F-HRTimeline
Narus Financial Partners, LLC2,000$202K0.05%new13F-HRTimeline
Dempze Nancy E1,994$201K0.1%new13F-HRTimeline
Aberdeen Wealth Management LLC1,969$199K0.1%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,795$181K0.1%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,716$173K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,585$160K0.02%+1,43913F-HRTimeline
Atlatl Advisers LLC1,562$158K0.04%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,500$151K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST1,275$129K0.01%+40713F-HRTimeline
IFP Advisors, Inc1,250$126K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,120$113K0.01%-1,00013F-HRTimeline
PRIVATE TRUST CO NA1,012$102K0.01%+713F-HRTimeline
North Star Investment Management Corp.825$83.3K<0.01%+613F-HRTimeline
Integrated Wealth Concepts LLC564$56.9K<0.01%new13F-HRTimeline
Trust Co527$53.2K<0.01%+12413F-HRTimeline
Graney & King, LLC512$51.7K0.02%+413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC492$49.7K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC347$35K<0.01%-5813F-HRTimelineGroup
WealthShield Partners, LLC247$24.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management230$23.2K<0.01%+20013F-HRTimelineGroup
Steward Partners Investment Advisory, L…159$16.1K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC138$13.9K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107$10.8K<0.01%+10613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC56$5.65K<0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS40$4.08K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$170<0.01%new13F-HRTimelineGroup