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Disclosery

VTEI VANGUARD MUN BD FDS

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INTERMEDIATE TRM (fund)

108 managers (110 13F filers) reported a position in VTEI shares at 2025-09-30, 5,404,433 shares in all. 34 filers opened a position and 10 filers sold out during the quarter.

Managers
108
13F filers
110
New
34
Added
48
Reduced
13
Sold out
10
Shares held by filers
5,404,433

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC2,173,128$218M19.89%+1,578,66213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding334,318$33.5M+34,018Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA278,370$27.9M0.07%new13F-HRTimelineGroup
Joel Isaacson & Co., LLC235,218$23.6M0.85%+28,82213F-HRTimeline
HighTower Advisors, LLC212,265$21.3M0.02%+1,49413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC181,551$18.2M0.02%+10,46813F-HRTimeline
Cetera Investment Advisers175,275$17.6M0.02%+6,31813F-HRTimeline
Avantax Planning Partners, Inc.168,978$17M0.49%-2,06313F-HRTimeline
SEEDS INVESTOR LLC165,232$16.6M3.5%+160,32213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.117,526$11.8M0.09%-2,38913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/110,963$11.1M<0.01%+41,09113F-HR/ATimelineGroup
Aspire Private Capital, LLC103,351$10.4M2.28%+30,67913F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,420$9.27M<0.01%+89,49413F-HRTimelineGroup
Heartwood Wealth Advisors LLC91,582$9.19M0.86%+2,10613F-HRTimeline
Atria Investments, Inc55,857$5.6M0.06%+7,37413F-HRTimeline
Silver Oak Advisory Group, Inc.52,278$5.25M2.37%+13,36413F-HRTimeline
Seed Wealth Management, Inc.50,095$5.03M3.47%+2,85013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,099$4.73M0.01%-20,94113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC44,880$4.5M0.12%+10,73713F-HRTimeline
LPL Financial LLC39,088$3.92M<0.01%+10,26413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …33,803$3.39M0.2%+4,57213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION28,351$2.84M0.24%+5,65413F-HRTimeline
TCI Wealth Advisors, Inc.20,249$2.03M0.12%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,078$2.01M<0.01%+7,94013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,490$1.96M<0.01%+5,00113F-HRTimelineGroup
PFG Private Wealth Management, LLC19,244$1.93M0.86%new13F-HRTimeline
Integrity Wealth Solutions LLC19,244$1.93M0.86%-10013F-HRTimeline
Timonier Family Office, LTD.18,806$1.89M0.62%+3,12613F-HRTimeline
Paragon Capital Management Ltd17,447$1.75M0.33%-5,92713F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC16,781$1.68M0.32%+3,57413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,754$1.68M<0.01%+15,20513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,004$1.61M<0.01%+32613F-HRTimelineGroup
First Heartland Consultants, Inc.15,917$1.6M0.13%+1,73013F-HRTimeline
Freedom Investment Management, Inc.14,354$1.44M0.38%+9513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC14,076$1.41M1.13%-39013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,900$1.39M0.02%new13F-HRTimelineGroup
SigFig Wealth Management, LLC13,608$1.36M0.04%+5,72913F-HRTimeline
A. D. Beadell Investment Counsel, Inc.13,475$1.35M0.92%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,148$1.32M0.07%+1,40813F-HRTimelineGroup
Oak Wealth Advisors LLC12,235$1.23M0.71%+4,75713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,693$1.17M0.19%+1,14613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,549$1.17M0.19%+3,24113F-HRTimeline
Valeo Financial Advisors, LLC11,066$1.11M0.03%-3,34213F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,677$1.07M0.05%013F-HRTimeline
Clearstead Advisors, LLC10,591$1.06M0.02%+1,01313F-HRTimeline
Farther Finance Advisors, LLC10,243$1.03M0.02%new13F-HRTimeline
Retirement Planning Group, LLC10,219$1.03M0.04%+6,47913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,605$964K+3,451Timeline
FLAGSHIP HARBOR ADVISORS, LLC9,600$963K0.04%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,568$960K0.1%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,341$936K0.02%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC8,778$881K0.37%+61613F-HRTimeline
Sheridan Capital Management, LLC8,625$865K0.46%+4,12513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,427$845K<0.01%-11,34013F-HRTimelineGroup
HBK Sorce Advisory LLC8,294$835K0.02%new13F-HR/ATimeline
SIGNAL TREE FINANCIAL PARTNERS LLC8,258$828K0.66%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,705$773K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,685$761K<0.01%+3,99013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,013$704K0.02%+2,10713F-HRTimeline
Maia Wealth LLC6,525$658K0.11%-33613F-HRTimeline
Elser Financial Planning, Inc6,486$649K0.78%new13F-HRTimeline
25 LLC6,284$630K0.21%+7213F-HRTimeline
JFS WEALTH ADVISORS, LLC5,575$559K0.03%new13F-HRTimeline
OneDigital Investment Advisors LLC5,180$520K0.01%+3913F-HRTimeline
Waverly Advisors, LLC5,056$507K0.01%new13F-HRTimeline
CoreCap Advisors, LLC4,829$484K0.02%+2613F-HRTimeline
Luminvest Wealth Management LLC4,782$480K0.16%013F-HRTimeline
NewEdge Advisors, LLC4,726$474K<0.01%new13F-HRTimeline
S.A. Mason LLC4,500$451K0.2%new13F-HRTimeline
SCS Capital Management LLC4,390$440K<0.01%013F-HRTimeline
Crews Bank & Trust4,350$436K0.06%013F-HRTimeline
Gordian Advisors LLC4,313$433K0.29%013F-HRTimeline
IFG Advisory, LLC4,200$421K0.02%013F-HRTimeline
Integrated Advisors Network LLC4,109$412K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,907$392K<0.01%+3,03213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,800$381K<0.01%new13F-HRTimeline
Cadence Bank3,459$347K0.02%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,142$316K<0.01%new13F-HRTimelineGroup
Sage Mountain Advisors LLC2,984$299K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,939$295K<0.01%+2013F-HRTimelineGroup
Tribridge Partners Financial LLC2,872$288K0.13%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,700$271K0.19%013F-HRTimeline
Lakewood Asset Management LLC2,639$265K0.16%+2213F-HRTimeline
Beacon Pointe Advisors, LLC2,597$261K<0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,525$253K0.02%new13F-HRTimelineGroup
Hemenway Trust Co LLC2,483$249K0.02%013F-HRTimeline
Sanctuary Advisors, LLC2,306$231K<0.01%new13F-HR/ATimeline
J.W. COLE ADVISORS, INC.2,302$231K<0.01%new13F-HRTimeline
COMERICA BANK2,245$225K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…2,226$223K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC2,203$221K0.1%+1613F-HRTimeline
&PARTNERS2,036$204K<0.01%new13F-HRTimeline
Narus Financial Partners, LLC2,000$201K0.05%new13F-HR/ATimeline
Beacon Harbor Wealth Advisors, Inc.2,000$201K0.05%new13F-HRTimeline
Financial Architects, LLC2,000$201K0.11%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,625$163K0.01%-25613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,399$140K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.1,129$113K0.02%-513F-HRTimeline
Red Tortoise LLC1,097$110K0.05%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.729$72.1K0.01%013F-HRTimeline
North Star Investment Management Corp.575$57.7K<0.01%new13F-HRTimeline
Graney & King, LLC500$50.2K0.03%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…407$40.8K<0.01%new13F-HRTimelineGroup
Trust Co352$35.3K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST307$30.8K<0.01%+8213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management230$23.1K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC38$3.81K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$47<0.01%-6013F-HRTimelineGroupAmount filed as zero, left out of ratios.