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Disclosery

VTEI VANGUARD MUN BD FDS

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INTERMEDIATE TRM (fund)

141 managers (143 13F filers) reported a position in VTEI shares at 2025-12-31, 5,989,741 shares in all. 36 filers opened a position and 6 filers sold out during the quarter.

Managers
141
13F filers
143
New
36
Added
71
Reduced
16
Sold out
6
Shares held by filers
5,989,741

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Unison Advisors LLC2,195,778$221M19.35%+22,65013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA403,849$40.7M0.1%+125,47913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding320,392$32.3M-13,926Timeline
Joel Isaacson & Co., LLC236,654$23.9M0.79%+1,43613F-HRTimeline
HighTower Advisors, LLC224,657$22.7M0.02%+12,39213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC205,871$20.8M0.03%+24,32013F-HRTimeline
Cetera Investment Advisers187,165$18.9M0.02%+11,89013F-HRTimeline
SEEDS INVESTOR LLC162,266$16.4M3.14%-2,96613F-HRTimeline
Avantax Planning Partners, Inc.159,973$16.1M0.45%-9,00513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/133,769$13.5M<0.01%+22,80613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.131,334$13.2M0.09%+13,80813F-HRTimelineGroup
Aspire Private Capital, LLC103,450$10.4M2.32%+9913F-HRTimeline
Heartwood Wealth Advisors LLC91,133$9.19M0.85%-44913F-HRTimeline
Ashton Thomas Private Wealth, LLC64,754$6.53M0.16%+19,87413F-HRTimeline
Merit Financial Group, LLC59,757$6.03M0.05%new13F-HRTimeline
Silver Oak Advisory Group, Inc.59,479$6M2.71%+7,20113F-HRTimeline
Atria Investments, Inc54,042$5.45M0.06%-1,81513F-HRTimeline
Apella Capital, LLC52,050$5.25M0.1%new13F-HRTimeline
Seed Wealth Management, Inc.49,885$5.03M3.47%-21013F-HRTimeline
LPL Financial LLC43,910$4.43M<0.01%+4,82213F-HRTimeline
S.A. Mason LLC43,061$4.34M1.72%+38,56113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,908$3.92M<0.01%+22,15413F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION37,288$3.76M0.31%+8,93713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …37,241$3.76M0.22%+3,43813F-HRTimeline
&PARTNERS36,405$3.67M0.02%+34,36913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,695$3.4M<0.01%+14,20513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,593$3.39M<0.01%-13,50613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,030$3.23M<0.01%+11,95213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS22,826$2.3M<0.01%new13F-HRTimeline
Integrity Wealth Solutions LLC22,560$2.27M0.9%+3,31613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,747$2.19M0.03%+7,84713F-HRTimelineGroup
TCI Wealth Advisors, Inc.20,912$2.11M0.12%+66313F-HRTimeline
Timonier Family Office, LTD.18,441$1.86M0.59%-36513F-HRTimeline
Mariner, LLCin group Mariner, LLC17,741$1.79M<0.01%+1,73713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC17,666$1.78M<0.01%new13F-HRTimelineGroup
Paragon Capital Management Ltd17,562$1.77M0.35%+11513F-HRTimeline
Oak Wealth Advisors LLC17,393$1.75M1.01%+5,15813F-HRTimeline
First Heartland Consultants, Inc.16,498$1.66M0.13%+58113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC15,175$1.55M0.22%+3,62613F-HRTimeline
Freedom Investment Management, Inc.14,479$1.46M0.42%+12513F-HRTimeline
Elequin Capital, LP14,062$1.42M0.19%new13F-HRTimeline
SigFig Wealth Management, LLC14,007$1.41M0.04%+39913F-HRTimeline
Frankly Finances, LLC13,979$1.41M1.34%13F-HR/ATimeline
Valeo Financial Advisors, LLC13,536$1.36M0.03%+2,47013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.13,475$1.36M0.88%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,175$1.33M0.08%+2713F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC12,653$1.28M0.4%+3,87513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC12,533$1.26M0.2%+84013F-HRTimeline
Clearstead Advisors, LLC11,584$1.17M0.01%+99313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,476$1.16M<0.01%+3,79113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,161$1.13M0.02%+4,14813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,995$1.11M0.05%+1,39513F-HRTimeline
FLOW TRADERS U.S. LLC10,809$1.09M0.04%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,677$1.08M0.05%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,446$1.05M0.84%-3,63013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,334$1.04M<0.01%+6,42713F-HR/ATimelineGroup
Retirement Planning Group, LLC10,219$1.03M0.03%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding10,032$1.01M+427Timeline
Sheridan Capital Management, LLC10,025$1.01M0.51%+1,40013F-HRTimeline
Sprinkle Financial Consultants LLC10,000$1.01M0.51%new13F-HRTimeline
HBK Sorce Advisory LLC9,783$996K0.02%+1,48913F-HRTimeline
IAM Advisory, LLC9,586$967K0.21%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,568$965K0.1%013F-HRTimeline
Fort Point Capital Partners LLC9,332$948K0.11%new13F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC9,189$927K0.71%+93113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,139$922K<0.01%-83,28113F-HRTimelineGroup
Farther Finance Advisors, LLC9,012$909K0.01%-1,23113F-HRTimeline
JFS WEALTH ADVISORS, LLC8,755$883K0.05%+3,18013F-HRTimeline
NewEdge Advisors, LLC8,269$834K<0.01%+3,54313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,705$777K0.01%013F-HRTimeline
Elser Financial Planning, Inc7,008$707K0.51%+52213F-HRTimeline
Rossmore Private Capital6,998$706K0.06%new13F-HRTimeline
Cadence Bank6,922$698K0.04%+3,46313F-HRTimeline
Tribridge Partners Financial LLC6,346$640K0.27%+3,47413F-HRTimeline
25 LLC6,310$636K0.2%+2613F-HRTimeline
Waverly Advisors, LLC5,906$595K<0.01%+85013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,800$587K<0.01%+2,00013F-HRTimeline
Crews Bank & Trust5,515$556K0.08%+1,16513F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC5,323$537K0.5%13F-HRTimeline
OneDigital Investment Advisors LLC5,234$528K0.01%+5413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,208$526K0.01%+2,06613F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC4,992$503K0.22%new13F-HRTimeline
CoreCap Advisors, LLC4,855$490K0.02%+2613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,816$486K0.02%+3,19113F-HRTimelineGroup
Luminvest Wealth Management LLC4,782$482K0.13%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co4,425$446K0.01%new13F-HRTimeline
SCS Capital Management LLC4,390$443K<0.01%013F-HRTimeline
Gordian Advisors LLC4,313$435K0.29%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,216$425K<0.01%+2,81713F-HRTimelineGroup
IFG Advisory, LLC4,200$423K0.02%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,011$404K0.02%+1,48613F-HRTimelineGroup
Sequent Planning LLC3,781$381K0.1%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,776$381K<0.01%+1,55013F-HRTimeline
Beacon Pointe Advisors, LLC3,751$378K<0.01%+1,15413F-HRTimeline
Symmetry Partners, LLC3,432$346K0.02%new13F-HRTimeline
HRT FINANCIAL LP3,384$341K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,356$338K<0.01%new13F-HR/ATimelineGroup
Independent Advisor Alliance3,241$327K0.01%new13F-HRTimeline
55 North Private Wealth, LLC3,238$327K0.09%13F-HRTimeline
Sage Mountain Advisors LLC2,984$301K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,961$299K<0.01%+2213F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,961$299K<0.01%-5,46613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,842$287K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC2,781$282K0.01%new13F-HRTimeline
Donalies Financial Planning, LLC2,708$273K0.23%13F-HRTimeline
D.A. DAVIDSON & CO.2,700$272K<0.01%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,700$272K0.18%013F-HRTimeline
One Degree Advisors Inc2,672$269K0.07%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,649$267K0.01%new13F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC2,625$265K0.18%new13F-HRTimeline
Sanctuary Advisors, LLC2,580$260K<0.01%+27413F-HRTimeline
Hemenway Trust Co LLC2,483$250K0.02%013F-HRTimeline
Asset Allocation Strategies LLC2,477$250K0.05%new13F-HRTimeline
Lakewood Asset Management LLC2,335$235K0.14%-30413F-HRTimeline
COMERICA BANK2,245$226K<0.01%013F-HRTimeline
Westfuller Advisors, LLC2,226$224K0.09%+2313F-HRTimeline
SeaCrest Wealth Management, LLC2,164$219K0.02%new13F-HRTimeline
SJS Investment Consulting Inc.2,120$214K0.03%+99113F-HRTimeline
J.W. COLE ADVISORS, INC.2,094$211K0.01%-20813F-HRTimeline
Net Worth Advisory Group2,069$209K0.04%new13F-HRTimeline
Narus Financial Partners, LLC2,000$202K0.06%013F-HRTimeline
Dempze Nancy E1,994$201K0.1%new13F-HRTimeline
Cresset Asset Management, LLC1,985$200K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,500$151K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,450$146K<0.01%new13F-HRTimelineGroup
Red Tortoise LLC1,109$112K0.05%+1213F-HRTimeline
IFP Advisors, Inc1,000$101K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.828$83.5K0.01%+9913F-HRTimeline
WealthShield Partners, LLC663$66.8K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST662$66.7K0.01%+35513F-HRTimeline
North Star Investment Management Corp.581$58.6K<0.01%+613F-HRTimeline
Graney & King, LLC505$51K0.03%+513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…407$41K<0.01%013F-HRTimelineGroup
Trust Co402$40.5K<0.01%+5013F-HRTimeline
PRIVATE TRUST CO NA401$40.4K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC227$23K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC136$13.7K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC32$3.26K<0.01%-613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management30$3.02K<0.01%-20013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19$1.98K<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$19<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.