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Disclosery

VTEI VANGUARD MUN BD FDS

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INTERMEDIATE TRM (fund)

86 managers (88 13F filers) reported a position in VTEI shares at 2025-06-30, 2,939,431 shares in all. 19 filers opened a position and 9 filers sold out during the quarter.

Managers
86
13F filers
88
New
19
Added
43
Reduced
16
Sold out
9
Shares held by filers
2,939,431

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC594,466$58.6M6.56%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding300,300$29.6M+32,733Timeline
HighTower Advisors, LLC210,771$20.8M0.03%new13F-HRTimeline
Joel Isaacson & Co., LLC206,396$20.3M0.83%+178,49213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC171,083$16.9M0.02%+18,27213F-HRTimeline
Avantax Planning Partners, Inc.171,041$16.9M0.53%+150,39513F-HRTimeline
Cetera Investment Advisers168,957$16.7M0.03%+93,19413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.119,915$11.8M0.1%+31,32513F-HRTimelineGroup
Heartwood Wealth Advisors LLC89,476$8.82M0.92%+1,27413F-HRTimeline
Aspire Private Capital, LLC72,672$7.16M1.66%+34,19613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,872$6.89M<0.01%+32,66813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,040$6.71M0.01%+58,56313F-HRTimelineGroup
Atria Investments, Inc48,483$4.78M0.06%+4,56213F-HRTimeline
Seed Wealth Management, Inc.47,245$4.66M3.47%new13F-HRTimeline
Silver Oak Advisory Group, Inc.38,914$3.83M1.86%+32,34313F-HRTimeline
Ashton Thomas Private Wealth, LLC34,143$3.37M0.12%-2,25413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …29,231$2.88M0.19%+3,46713F-HR/ATimeline
LPL Financial LLC28,824$2.84M<0.01%+1,53513F-HRTimeline
Paragon Capital Management Ltd23,374$2.3M0.42%+12,15813F-HRTimeline
OLD MISSION CAPITAL LLC22,764$2.24M0.06%-11,77413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION22,697$2.24M0.2%+8,83813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,767$1.95M<0.01%new13F-HRTimelineGroup
Integrity Wealth Solutions LLC19,344$1.91M0.93%+12,64413F-HRTimeline
Timonier Family Office, LTD.15,680$1.55M0.58%+9,28013F-HRTimeline
Mariner, LLCin group Mariner, LLC15,678$1.55M<0.01%+6,45313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,489$1.43M<0.01%+9,32913F-HRTimelineGroup
STEPHEN J. GARRY & ASSOCIATES, LLC14,466$1.43M1.23%-25013F-HRTimeline
Valeo Financial Advisors, LLC14,408$1.42M0.03%-17,58313F-HR/ATimeline
Freedom Investment Management, Inc.14,259$1.41M0.11%+10113F-HRTimeline
First Heartland Consultants, Inc.14,187$1.4M0.12%new13F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC13,207$1.3M0.27%-63913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,138$1.2M<0.01%+3,19213F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,740$1.16M0.07%-8313F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC10,677$1.05M0.06%+7,67713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC10,547$1.04M0.19%+2,18313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,600$946K0.04%new13F-HRTimeline
Clearstead Advisors, LLC9,578$944K0.01%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,308$819K0.15%+8713F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC8,258$814K0.7%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC8,162$804K0.38%-62913F-HRTimeline
SigFig Wealth Management, LLC7,879$774K0.03%+4,62813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,705$759K0.01%+2,92513F-HRTimeline
Oak Wealth Advisors LLC7,478$737K0.47%+4,54313F-HRTimeline
Maia Wealth LLC6,861$676K0.13%+73913F-HRTimeline
25 LLC6,212$612K0.22%+1213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding6,154$606K+15Timeline
Mill Creek Capital Advisors, LLC5,734$565K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC5,141$507K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,000$493K<0.01%013F-HRTimelineGroup
SEEDS INVESTOR LLC4,910$484K0.11%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,906$484K0.01%-15513F-HRTimeline
CoreCap Advisors, LLC4,803$473K0.02%+3513F-HRTimeline
Luminvest Wealth Management LLC4,782$471K0.17%-1,81613F-HRTimeline
Sheridan Capital Management, LLC4,500$444K0.31%new13F-HRTimeline
SCS Capital Management LLC4,390$433K<0.01%new13F-HRTimeline
Crews Bank & Trust4,350$429K0.07%+66013F-HRTimeline
Gordian Advisors LLC4,313$425K0.3%013F-HRTimeline
Fort Point Capital Partners LLC4,258$420K0.04%-98613F-HRTimeline
IFG Advisory, LLC4,200$414K0.02%+1,30013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,968$391K0.01%013F-HRTimeline
Retirement Planning Group, LLC3,740$369K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,695$364K<0.01%+1,78513F-HR/ATimelineGroup
New Republic Capital, LLC3,460$341K0.12%013F-HRTimeline
HRT FINANCIAL LP3,260$321K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,151$311K<0.01%-86613F-HRTimelineGroup
Sage Mountain Advisors LLC2,984$294K0.02%-1,52613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,926$288K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,919$288K<0.01%+6113F-HR/ATimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC2,700$266K0.21%013F-HRTimeline
Lakewood Asset Management LLC2,617$258K0.17%+1713F-HRTimeline
Hemenway Trust Co LLC2,483$245K0.02%013F-HRTimeline
COMERICA BANK2,245$221K<0.01%-1,42713F-HRTimeline
Westfuller Advisors, LLC2,187$216K0.12%+1713F-HRTimeline
Aberdeen Wealth Management LLC2,033$200K0.13%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,881$185K0.01%-1,85813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,549$152K<0.01%new13F-HRTimelineGroup
Moser Wealth Advisors, LLC1,150$113K0.05%+20013F-HRTimeline
SJS Investment Consulting Inc.1,134$112K0.02%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…875$86.2K<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.729$71.9K0.01%+25313F-HRTimeline
Graney & King, LLC496$48.9K0.03%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management230$22.7K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST225$22.2K<0.01%+14113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60$5.94K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$105<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.