VTEI Institutional Ownership
Vanguard Intermediate-Term Tax-Exempt Bond ETF
1W: +0.4%
YTD: -2.5%
$95.47
-0.12 (-0.12%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VTEI
187
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
808M
Total Invested
32
New Positions
82
Increased
48
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (187 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Unison Advisors LLC | 2,386,124 | $228M | +18,172 | +0.8% | 5Q | SEC ↗ |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 561,581 | $54M | -18,499 | -3.2% | 2Q | SEC ↗ |
| 3 | TIAA Wealth Investment Management LLC | 414,611 | $40M | -24,299 | -5.5% | 2Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 383,067 | $37M | +37,076 | +10.7% | 7Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 334,859 | $32M | +129,158 | +62.8% | 7Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 246,117 | $23M | +11,357 | +4.8% | 9Q | SEC ↗ |
| 7 | Joel Isaacson & Co., LLC | 240,333 | $23M | +8,781 | +3.8% | 10Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 236,290 | $23M | +17,856 | +8.2% | 5Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 203,435 | $19M | +5,345 | +2.7% | 8Q | SEC ↗ |
| 10 | Avantax Planning Partners, Inc. | 187,307 | $18M | -3,000 | -1.6% | 7Q | SEC ↗ |
| 11 | SEEDS INVESTOR LLC | 163,498 | $16M | -103 | -0.1% | 5Q | SEC ↗ |
| 12 | HALL CAPITAL MANAGEMENT CO INC NEW | 146,836 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Merit Financial Group, LLC | 139,584 | $13M | +51,847 | +59.1% | 3Q | SEC ↗ |
| 14 | Aspire Private Capital, LLC | 137,153 | $13M | +19,334 | +16.4% | 6Q | SEC ↗ |
| 15 | Equitable Holdings, Inc. | 126,352 | $12M | -12,542 | -9.0% | 6Q | SEC ↗ |
| 16 | KEYVANTAGE WEALTH, LLC | 94,424 | $9M | +80,301 | +568.6% | 3Q | SEC ↗ |
| 17 | FIRST FINANCIAL BANK - TRUST DIVISION | 87,055 | $8M | +11,734 | +15.6% | 6Q | SEC ↗ |
| 18 | Heartwood Wealth Advisors LLC | 81,425 | $8M | +8,832 | +12.2% | 8Q | SEC ↗ |
| 19 | Silver Oak Advisory Group, Inc. | 73,232 | $7M | +11,629 | +18.9% | 9Q | SEC ↗ |
| 20 | Atria Investments, Inc | 67,449 | $6M | +4,162 | +6.6% | 8Q | SEC ↗ |
| 21 | JONES FINANCIAL COMPANIES LLLP | 65,926 | $6M | +17,055 | +34.9% | 5Q | SEC ↗ |
| 22 | Ashton Thomas Private Wealth, LLC | 64,478 | $6M | -1,174 | -1.8% | 6Q | SEC ↗ |
| 23 | S.A. Mason LLC | 63,407 | $6M | +8,121 | +14.7% | 4Q | SEC ↗ |
| 24 | LPL Financial LLC | 60,901 | $6M | +9,056 | +17.5% | 8Q | SEC ↗ |
| 25 | C2P Capital Advisory Group, LLC d.b.a. | 55,973 | $5M | +3,235 | +6.1% | 7Q | SEC ↗ |
| 26 | Apella Capital, LLC | 55,564 | $5M | -100 | -0.2% | 3Q | SEC ↗ |
| 27 | Hassell Wealth Management, LLC | 52,922 | $5M | +38,926 | +278.1% | 2Q | SEC ↗ |
| 28 | Seed Wealth Management, Inc. | 49,335 | $5M | -550 | -1.1% | 5Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 48,007 | $5M | +1,854 | +4.0% | 6Q | SEC ↗ |
| 30 | Cerity Partners LLC | 39,323 | $4M | +23,185 | +143.7% | 3Q | SEC ↗ |
| 31 | RAYMOND JAMES FINANCIAL INC | 38,313 | $4M | -6,645 | -14.8% | 5Q | SEC ↗ |
| 32 | Verus Financial Partners, Inc. | 37,425 | $4M | +8,409 | +29.0% | 2Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 32,041 | $3M | +12,779 | +66.3% | 9Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 27,367 | $3M | +313 | +1.2% | 3Q | SEC ↗ |
| 35 | Integrity Wealth Solutions LLC | 24,004 | $2M | +623 | +2.7% | 6Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 22,922 | $2M | +7,090 | +44.8% | 5Q | SEC ↗ |
| 37 | Mariner, LLC | 22,470 | $2M | -784 | -3.4% | 7Q | SEC ↗ |
| 38 | TCI Wealth Advisors, Inc. | 21,278 | $2M | +5 | +0.0% | 4Q | SEC ↗ |
| 39 | Timonier Family Office, LTD. NEW | 20,803 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Elser Financial Planning, Inc | 19,952 | $2M | +12,920 | +183.7% | 4Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 19,682 | $2M | -14,617 | -42.6% | 7Q | SEC ↗ |
| 42 | Frankly Finances, LLC | 19,295 | $2M | +4,476 | +30.2% | 3Q | SEC ↗ |
| 43 | Elequin Capital, LP | 18,378 | $2M | +6,017 | +48.7% | 3Q | SEC ↗ |
| 44 | Envestnet Portfolio Solutions, Inc. | 17,494 | $2M | +5,423 | +44.9% | 7Q | SEC ↗ |
| 45 | HARBOUR INVESTMENTS, INC. | 17,257 | $2M | +3,457 | +25.1% | 8Q | SEC ↗ |
| 46 | Oak Wealth Advisors LLC | 17,194 | $2M | -199 | -1.1% | 7Q | SEC ↗ |
| 47 | First Heartland Consultants, Inc. | 17,170 | $2M | -1,928 | -10.1% | 5Q | SEC ↗ |
| 48 | FINANCIAL MANAGEMENT NETWORK INC | 16,641 | $2M | +362 | +2.2% | 8Q | SEC ↗ |
| 49 | SigFig Wealth Management, LLC | 16,637 | $2M | +1,438 | +9.5% | 6Q | SEC ↗ |
| 50 | Paragon Capital Management Ltd | 16,371 | $2M | -991 | -5.7% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| HALL CAPITAL MANAGEMENT CO INC | 146,836 | $14M |
| Timonier Family Office, LTD. | 20,803 | $2M |
| Avidian Wealth Enterprises, LLC | 14,313 | $1M |
| Vanguard National Trust Co | 13,606 | $1M |
| FIRST MANHATTAN CO. LLC. | 8,500 | $811K |
| CFS Investment Advisory Services, L | 8,377 | $800K |
| PRINCIPAL SECURITIES, INC. | 5,856 | $559K |
| NESTEGG ADVISORS, INC. | 5,224 | $499K |
| Integrated Advisors Network LLC | 5,015 | $479K |
| IFG Advisory, LLC | 4,705 | $449K |
| Tower Research Capital LLC (TRC) | 4,100 | $391K |
| Modera Wealth Management, LLC | 3,833 | $366K |
| Nuveen, LLC | 3,715 | $355K |
| Worth Asset Management, LLC | 2,931 | $280K |
| MB Generational Wealth, LLC | 2,723 | $260K |
| GeoWealth Management, LLC | 2,579 | $246K |
| Bay Colony Advisory Group, Inc d/b/ | 2,427 | $232K |
| ELEVATUS WELATH MANAGEMENT | 2,402 | $229K |
| Summit Financial Strategies, Inc. | 2,373 | $227K |
| Stratos Wealth Partners, LTD. | 2,015 | $192K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 28,877 | $3M |
| JPMORGAN CHASE & CO | 20,081 | $2M |
| FLOW TRADERS U.S. LLC | 10,865 | $1M |
| Fort Point Capital Partners LLC | 3,263 | $312K |
| SeaCrest Wealth Management, LLC | 2,164 | $207K |
| JOHNSON INVESTMENT COUNSEL INC | 2,025 | $193K |
| Ascentis Independent Advisors | 1,250 | $119K |
| DiNuzzo Private Wealth, Inc. | 878 | $84K |
| AE Wealth Management LLC | 683 | $65K |
| AdvisorNet Financial, Inc | 295 | $28K |
| UBS Group AG | 101 | $10K |