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Disclosery

VTEI VANGUARD MUN BD FDS

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INTERMEDIATE TRM (fund)

151 managers (156 13F filers) reported a position in VTEI shares at 2026-03-31, 7,374,411 shares in all. 27 filers opened a position and 14 filers sold out during the quarter.

Managers
151
13F filers
156
New
27
Added
87
Reduced
17
Sold out
14
Shares held by filers
7,374,411

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Unison Advisors LLC2,367,952$237M17.95%+172,17413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC580,080$58M0.79%new13F-HRTimeline
TIAAgroup of 3 filers holding448,694$44.8M+44,845Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding358,062$35.8M+37,670Timeline
COMMONWEALTH EQUITY SERVICES, LLC234,760$23.5M0.03%+28,88913F-HRTimeline
Joel Isaacson & Co., LLC231,552$23.1M0.77%-5,10213F-HRTimeline
HighTower Advisors, LLC218,434$21.8M0.02%-6,22313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/205,701$20.6M<0.01%+71,93213F-HRTimelineGroup
Cetera Investment Advisers198,090$19.8M0.02%+10,92513F-HRTimeline
Avantax Planning Partners, Inc.190,307$19M0.52%+30,33413F-HRTimeline
SEEDS INVESTOR LLC163,601$16.5M2.24%+1,33513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.138,894$14M0.09%+7,56013F-HRTimelineGroup
Aspire Private Capital, LLC117,819$11.8M2.66%+14,36913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC98,253$9.82M0.01%+64,66013F-HRTimelineGroup
Merit Financial Group, LLC87,737$8.77M0.07%+27,98013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION75,321$7.53M0.61%+38,03313F-HRTimeline
Heartwood Wealth Advisors LLC72,593$7.25M0.63%-18,54013F-HRTimeline
Ashton Thomas Private Wealth, LLC65,652$6.56M0.16%+89813F-HRTimeline
Atria Investments, Inc63,287$6.32M0.07%+9,24513F-HRTimeline
Silver Oak Advisory Group, Inc.61,603$6.16M2.66%+2,12413F-HRTimeline
Apella Capital, LLC55,664$5.62M0.08%+3,61413F-HRTimeline
S.A. Mason LLC55,286$5.53M2.07%+12,22513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …52,738$5.27M0.3%+15,49713F-HRTimeline
LPL Financial LLC51,845$5.18M<0.01%+7,93513F-HRTimeline
Seed Wealth Management, Inc.49,885$4.99M3.43%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,871$4.87M<0.01%+9,96313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,153$4.61M0.01%+12,45813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,958$4.49M<0.01%+35,81913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,299$3.43M<0.01%+2,26913F-HRTimelineGroup
Verus Financial Partners, Inc.29,016$2.92M0.26%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,877$2.89M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS27,054$2.7M<0.01%+4,22813F-HRTimeline
Integrity Wealth Solutions LLC23,381$2.34M0.92%+82113F-HRTimeline
Mariner, LLCin group Mariner, LLC23,254$2.32M<0.01%+5,51313F-HRTimelineGroup
TCI Wealth Advisors, Inc.21,273$2.13M0.11%+36113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,991$2.1M0.03%-75613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,081$2M<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,262$1.93M<0.01%+7,78613F-HRTimelineGroup
First Heartland Consultants, Inc.19,098$1.91M0.15%+2,60013F-HRTimeline
Oak Wealth Advisors LLC17,393$1.74M0.96%013F-HRTimeline
Paragon Capital Management Ltd17,362$1.74M0.36%-20013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC16,279$1.64M0.25%+3,74613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,138$1.61M<0.01%-1,52813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,832$1.58M<0.01%+5,49813F-HRTimelineGroup
SigFig Wealth Management, LLC15,199$1.52M0.04%+1,19213F-HRTimeline
Frankly Finances, LLC14,819$1.48M1.34%+84013F-HRTimeline
Valeo Financial Advisors, LLC14,748$1.47M0.04%+1,21213F-HRTimeline
Freedom Investment Management, Inc.14,558$1.45M0.43%+7913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,502$1.45M+4,470Timeline
Sheridan Capital Management, LLC14,500$1.45M0.76%+4,47513F-HRTimeline
Beacon Pointe Advisors, LLC14,307$1.43M0.01%+10,55613F-HRTimeline
KEYVANTAGE WEALTH, LLC14,123$1.41M0.62%+9,13113F-HRTimeline
Hassell Wealth Management, LLC13,996$1.4M0.47%new13F-HRTimeline
A. D. Beadell Investment Counsel, Inc.13,825$1.38M0.88%+35013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,800$1.38M0.02%+2,63913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC13,767$1.38M0.2%-1,40813F-HRTimeline
GENESIS PRIVATE WEALTH, LLC13,744$1.37M0.43%+1,09113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding12,990$1.34M+10,148Timeline
Farther Finance Advisors, LLC11,478$1.15M0.01%+2,46613F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC11,442$1.14M0.82%+6,11913F-HRTimeline
Clearstead Advisors, LLC11,084$1.11M0.01%-50013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,995$1.1M0.05%013F-HRTimeline
&PARTNERS9,700$1.09M0.01%-26,70513F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,872$1.09M0.05%+19513F-HRTimeline
FLOW TRADERS U.S. LLC10,865$1.09M0.03%+5613F-HRTimeline
JFS WEALTH ADVISORS, LLC10,715$1.07M0.06%+1,96013F-HRTimeline
Elequin Capital, LP12,361$1.05M0.1%-1,70113F-HRTimeline
Waverly Advisors, LLC10,502$1.05M0.01%+4,59613F-HRTimeline
Retirement Planning Group, LLC10,120$1.01M0.03%-9913F-HRTimeline
IAM Advisory, LLC10,032$1M0.22%+44613F-HRTimeline
Sprinkle Financial Consultants LLC10,026$1M0.46%+2613F-HRTimeline
HBK Sorce Advisory LLC9,783$984K0.02%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC9,775$977K0.79%-67113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,568$956K0.1%013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC9,189$918K0.69%013F-HRTimeline
CORA CAPITAL ADVISORS LLC8,841$884K0.29%new13F-HRTimeline
Integrity Investment Advisors, LLC8,380$838K0.45%new13F-HRTimeline
NewEdge Advisors, LLC7,994$799K<0.01%-27513F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP7,705$770K0.01%013F-HRTimeline
Rossmore Private Capital7,685$768K0.07%+68713F-HRTimeline
Tribridge Partners Financial LLC7,394$740K0.31%+1,04813F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,255$725K0.02%+2,83013F-HRTimeline
Sequent Planning LLC7,187$718K0.17%+3,40613F-HRTimeline
Elser Financial Planning, Inc7,032$703K0.03%+2413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,922$692K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,800$681K<0.01%+1,00013F-HRTimeline
Compound Planning, Inc.6,382$638K0.02%new13F-HRTimeline
25 LLC6,310$631K0.19%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,151$615K<0.01%+1,93513F-HRTimelineGroup
Gateway Wealth Partners, LLC6,140$614K0.02%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,052$606K0.01%+84413F-HRTimelineGroup
Crews Bank & Trust5,515$551K0.08%013F-HRTimeline
WealthSpring Partners, LLC5,276$527K0.48%new13F-HRTimeline
OneDigital Investment Advisors LLC5,260$526K0.01%+2613F-HRTimeline
D.B. Root & Company, LLC5,025$502K0.12%new13F-HRTimeline
Per Stirling Capital Management, LLC.4,923$492K0.05%new13F-HRTimeline
CoreCap Advisors, LLC4,855$485K0.02%013F-HRTimeline
Luminvest Wealth Management LLC4,782$478K0.12%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC4,425$442K0.32%+1,80013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,395$439K0.01%-42113F-HR/ATimelineGroup
SCS Capital Management LLC4,390$439K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,382$438K<0.01%+1,42113F-HRTimelineGroup
Gordian Advisors LLC4,313$431K0.29%013F-HRTimeline
Independent Advisor Alliance4,269$427K<0.01%+1,02813F-HRTimeline
Symmetry Partners, LLC3,901$390K0.02%+46913F-HRTimeline
Donalies Financial Planning, LLC3,834$383K0.33%+1,12613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,791$379K0.01%+1,14213F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,776$377K<0.01%013F-HRTimeline
55 North Private Wealth, LLC3,608$361K0.09%+37013F-HRTimeline
Advisory Services Network, LLC3,550$355K<0.01%new13F-HRTimeline
Fort Point Capital Partners LLC3,263$326K0.04%-6,06913F-HRTimeline
D.A. DAVIDSON & CO.3,200$320K<0.01%+50013F-HRTimeline
Summit Financial, LLC3,132$313K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC2,984$298K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,961$296K<0.01%013F-HRTimelineGroup
One Degree Advisors Inc2,879$287K0.08%+20713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,819$282K0.18%+11913F-HRTimeline
Chicago Partners Investment Group LLC2,781$281K0.01%013F-HRTimeline
Mullaney, Keating & Wright, Inc.2,798$280K0.15%new13F-HRTimeline
Sanctuary Advisors, LLC2,754$275K<0.01%+17413F-HRTimeline
Midwest Financial Network, LLC2,567$257K0.2%new13F-HRTimeline
Hemenway Trust Co LLC2,483$248K0.02%013F-HRTimeline
Lakewood Asset Management LLC2,370$237K0.15%+3513F-HRTimeline
Westfuller Advisors, LLC2,238$224K0.1%+1213F-HRTimeline
SeaCrest Wealth Management, LLC2,164$216K0.02%013F-HRTimeline
Net Worth Advisory Group2,125$212K0.04%+5613F-HRTimeline
SJS Investment Consulting Inc.2,120$212K0.03%013F-HRTimeline
Wingate Wealth Advisors, Inc.2,053$205K0.11%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,025$202K<0.01%new13F-HRTimeline
KOM Wealth Management Group, LLC2,006$201K0.14%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,716$171K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,500$150K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,250$125K<0.01%+25013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,250$125K0.01%new13F-HRTimelineGroup
Red Tortoise LLC1,115$111K0.05%+613F-HRTimeline
PRIVATE TRUST CO NA1,005$100K0.01%+60413F-HRTimeline
DiNuzzo Private Wealth, Inc.878$87.7K0.01%+5013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST868$86.7K0.01%+20613F-HRTimeline
North Star Investment Management Corp.819$81.8K<0.01%+23813F-HRTimeline
AE Wealth Management LLC683$68.3K<0.01%new13F-HRTimeline
Graney & King, LLC508$50.8K0.03%+313F-HRTimeline
FMR LLCin group FMR LLC405$40.5K<0.01%+37313F-HRTimelineGroup
Trust Co403$40.3K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc295$29.5K<0.01%new13F-HRTimeline
WealthShield Partners, LLC247$24.7K<0.01%-41613F-HRTimeline
Provenance Wealth Advisors, LLC146$14.6K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC137$13.7K<0.01%+113F-HRTimeline
UBS Group AGin group UBS Group AG101$10.1K<0.01%new13F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC65$6.46K<0.01%13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management30$3K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$84<0.01%+113F-HR/ATimelineGroup