VWIUX
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
1W: +0.4%
1M: -2.8%
3M: -5.4%
YTD: -5.0%
1Y: -4.0%
3Y: +7.6%
5Y: -0.1%
$13.07
+0.00 (+0.00%)
Weekly Expected Move ±0.8%
$13
$13
$13
$13
$13
Institutional Ownership — VWIUX
6
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
150M
Total Invested
1
New Positions
3
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC NEW | 8,824,534 | $115M | — | +0.0% | 1Q | SEC ↗ |
| 2 | FIRST MERCHANTS CORP | 1,612,598 | $21M | +260,777 | +19.3% | 9Q | SEC ↗ |
| 3 | CENTRAL BANK & TRUST CO | 308,235 | $4M | +12,269 | +4.1% | 8Q | SEC ↗ |
| 4 | McMillan Office, Inc. | 74,000 | $967K | — | +0.0% | 3Q | SEC ↗ |
| 5 | Redwood Wealth Management Group, LLC NEW | 14,978 | $196K | — | +0.0% | 1Q | SEC ↗ |
| 6 | McIlrath & Eck, LLC NEW | 12,049 | $157K | — | +0.0% | 1Q | SEC ↗ |
| 7 | GRACE & WHITE INC /NY | 11,910 | $156K | — | +0.0% | 7Q | SEC ↗ |
| 8 | OAKWORTH CAPITAL, INC. | 3,832 | $50K | +43 | +1.1% | 4Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 8,824,534 | $115M |
| Redwood Wealth Management Group, LL | 14,978 | $196K |
| McIlrath & Eck, LLC | 12,049 | $157K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | +260,777 | +19.3% | 1,612,598 |
| CENTRAL BANK & TRUST CO | +12,269 | +4.1% | 308,235 |
| OAKWORTH CAPITAL, INC. | +43 | +1.1% | 3,832 |
Biggest Decreases (0)
None.