Funds holding Vanguard Intermediate-Term Tax-Exempt Bond ETF
ISIN US9229077386 · United States
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 3.9M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Symmetry Panoramic Municipal Fixed Income Fund Symmetry Panoramic Trust | 38,389 | 3.9M $ | 9.91 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Symmetry Panoramic Municipal Fixed Income Fund Symmetry Panoramic Trust | 9.91 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 38,389 | +3.8 % |
| 2026Q1 | 1 | 0 | 36,985 | +1.9 % |
| 2025Q4 | 1 | 0 | 36,300 | 0.0 % |
| 2025Q3 | 1 | 0 | 36,300 | 0.0 % |
| 2025Q2 | 1 | 36,300 |
Institutional managers
154 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Unison Advisors LLC | 2,367,952 | 236.7M $ | as of Mar 31, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 580,080 | 58M $ | as of Mar 31, 2026 |
| TIAA Wealth Investment Management LLC | 438,910 | 43.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 345,991 | 34.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 234,760 | 23.5M $ | as of Mar 31, 2026 |
| Joel Isaacson & Co., LLC | 231,552 | 23.1M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 218,434 | 21.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 205,701 | 20.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 198,090 | 19.8M $ | as of Mar 31, 2026 |
| Avantax Planning Partners, Inc. | 190,307 | 19M $ | as of Mar 31, 2026 |
| SEEDS INVESTOR LLC | 163,601 | 16.5M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 138,894 | 14M $ | as of Mar 31, 2026 |
| Aspire Private Capital, LLC | 117,819 | 11.8M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 98,253 | 9.8M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 87,737 | 8.8M $ | as of Mar 31, 2026 |
| FIRST FINANCIAL BANK - TRUST DIVISION | 75,321 | 7.5M $ | as of Mar 31, 2026 |
| Heartwood Wealth Advisors LLC | 72,593 | 7.3M $ | as of Mar 31, 2026 |
| Ashton Thomas Private Wealth, LLC | 65,652 | 6.6M $ | as of Mar 31, 2026 |
| Atria Investments, Inc | 63,287 | 6.3M $ | as of Mar 31, 2026 |
| Silver Oak Advisory Group, Inc. | 61,603 | 6.2K $ | as of Mar 31, 2026 |
| Apella Capital, LLC | 55,664 | 5.6M $ | as of Mar 31, 2026 |
| S.A. Mason LLC | 55,286 | 5.5M $ | as of Mar 31, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 52,738 | 5.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 51,845 | 5.2M $ | as of Mar 31, 2026 |
| Seed Wealth Management, Inc. | 49,885 | 5M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Vanguard Intermediate-Term Tax-Exempt Bond ETF". https://titelia.com/en/stocks/vanguard-intermediate-term-tax-exempt-bond-etf-US9229077386