Skip to content
Disclosery

VTEI VANGUARD MUN BD FDS

Follow

INTERMEDIATE TRM (fund)

76 managers (78 13F filers) reported a position in VTEI shares at 2025-03-31, 1,303,622 shares in all. 21 filers opened a position and 5 filers sold out during the quarter.

Managers
76
13F filers
78
New
21
Added
35
Reduced
10
Sold out
5
Shares held by filers
1,303,622

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding267,567$26.4M+216,339Timeline
COMMONWEALTH EQUITY SERVICES, LLC152,811$15.1M0.02%+4,23313F-HRTimeline
Heartwood Wealth Advisors LLC88,202$8.72M0.99%+7,74713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.88,590$8.64M0.08%new13F-HRTimelineGroup
Cetera Investment Advisers75,763$7.49M0.01%+73,03913F-HRTimeline
Atria Investments, Inc43,921$4.34M0.06%+22,28813F-HRTimeline
Aspire Private Capital, LLC38,476$3.8M0.95%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,204$3.68M<0.01%+26,83013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC36,397$3.6M0.14%new13F-HRTimeline
OLD MISSION CAPITAL LLC34,538$3.41M0.07%+22,42213F-HRTimeline
Valeo Financial Advisors, LLC31,991$3.16M0.09%+28,87113F-HRTimeline
Joel Isaacson & Co., LLC27,904$2.76M0.13%+1,06213F-HRTimeline
LPL Financial LLC27,289$2.7M<0.01%+3,01313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,764$2.55M0.2%+21,58813F-HRTimeline
Avantax Planning Partners, Inc.20,646$2.04M0.07%+14,74713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC14,716$1.45M1.36%-20013F-HRTimeline
Freedom Investment Management, Inc.14,158$1.4M0.12%+42413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION13,859$1.37M0.13%new13F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC13,846$1.37M0.32%+6,61913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,823$1.17M0.07%new13F-HRTimelineGroup
Paragon Capital Management Ltd11,216$1.11M0.23%+2,02213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,477$937K<0.01%-2,57713F-HR/ATimelineGroup
Elser Financial Planning, Inc9,445$933K1.29%-36513F-HRTimeline
Mariner, LLCin group Mariner, LLC9,225$912K<0.01%-13813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,946$884K<0.01%+1,61613F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC8,791$869K0.46%-1613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,364$820K0.18%+1,61113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,221$812K0.17%+48013F-HRTimeline
Beacon Pointe Advisors, LLC7,351$726K0.01%+2,97613F-HRTimeline
Integrity Wealth Solutions LLC6,700$662K0.36%new13F-HRTimeline
Luminvest Wealth Management LLC6,598$652K0.27%013F-HRTimeline
Silver Oak Advisory Group, Inc.6,571$649K0.34%+4,34213F-HRTimeline
Timonier Family Office, LTD.6,400$632K0.28%+49313F-HRTimeline
25 LLC6,200$613K0.25%+1213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding6,139$607K+2,285Timeline
Maia Wealth LLC6,122$596K0.14%+20813F-HRTimeline
Fort Point Capital Partners LLC5,244$518K0.06%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,160$510K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,061$500K0.01%-1,67413F-HRTimeline
Magnolia Private Wealth, LLC5,050$499K0.42%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,000$494K<0.01%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP4,780$472K0.01%013F-HRTimeline
CoreCap Advisors, LLC4,768$471K0.02%new13F-HRTimeline
Sage Mountain Advisors LLC4,510$446K0.03%013F-HRTimeline
Gordian Advisors LLC4,313$426K0.34%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,195$415K0.03%+1,00013F-HRTimeline
Integrated Advisors Network LLC4,148$410K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,017$397K<0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO3,968$392K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,739$370K0.02%-5,38613F-HRTimelineGroup
Crews Bank & Trust3,690$365K0.06%+2,29013F-HRTimeline
COMERICA BANK3,672$363K<0.01%+11213F-HRTimeline
New Republic Capital, LLC3,460$342K0.15%013F-HRTimeline
SigFig Wealth Management, LLC3,251$321K0.01%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,000$296K0.02%new13F-HRTimeline
Oak Wealth Advisors LLC2,935$290K0.21%-3013F-HRTimeline
IFG Advisory, LLC2,900$287K0.02%+30013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,858$282K<0.01%+813F-HRTimelineGroup
Smart Money Group LLC2,726$269K0.09%new13F-HR/ATimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,700$267K0.24%013F-HRTimeline
Lakewood Asset Management LLC2,600$257K0.17%+9213F-HRTimeline
Hemenway Trust Co LLC2,483$245K0.02%013F-HRTimeline
Cresset Asset Management, LLC2,195$217K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC2,170$214K0.14%+1013F-HRTimeline
Aberdeen Wealth Management LLC2,033$201K0.14%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,910$189K<0.01%-1,13913F-HRTimelineGroup
SJS Investment Consulting Inc.1,132$112K0.02%013F-HRTimeline
Moser Wealth Advisors, LLC950$93.9K0.05%-5013F-HRTimeline
Graney & King, LLC494$48.8K0.04%013F-HRTimeline
DiNuzzo Private Wealth, Inc.476$47.1K0.01%+5013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO419$41.4K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management230$22.7K<0.01%+20013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST84$8.3K<0.01%+3413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60$5.93K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC10$1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.