VTEI Institutional Ownership & Shareholders
VANGUARD INT TAX-EXEMPT BOND (VTEI) is currently held by 175 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $854.53M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Unison Advisors Llc is currently the largest disclosed institutional shareholder of VTEI tracked by InsiderSet, reporting ownership valued at approximately $229.30M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $236.38M, representing an estimated gain of +3.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed VTEI value among the investors covered in this analysis. Major shareholders include Unison Advisors Llc, Ferguson Wellman Capital Management, Inc, Tiaa Wealth Investment Management Llc, and several other long-term asset managers with concentrated positions in VANGUARD INT TAX-EXEMPT BOND (VTEI).
This page ranks the largest institutional VTEI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
175
Total Reported Value
$854.53M
Largest Holder
Unison Advisors Llc
Largest Position
$229.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Unison Advisors Llc | 16.12% | 2,404,971 | $229,301,960 | $236,384,600 | +$7,082,640 | +3.09% | |
| Ferguson Wellman Capital Management, Inc | 0.66% | 578,161 | $55,124,758 | $56,827,445 | +$1,702,687 | +3.09% | |
| Tiaa Wealth Investment Management Llc | 0.28% | 414,611 | $41,863,272 | $40,752,115 | -$1,111,157 | -2.65% | |
| Avantax Planning Partners, Inc. | 1.05% | 437,171 | $41,682,065 | $42,969,538 | +$1,287,473 | +3.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 421,981 | $40,202,130 | $41,476,512 | +$1,274,382 | +3.17% | |
| Envestnet Asset Management Inc | 0.01% | 383,067 | $38,678,262 | $37,651,655 | -$1,026,607 | -2.65% | |
| Bank Of America Corp | 0.00% | 334,859 | $33,810,684 | $32,913,291 | -$897,393 | -2.65% | |
| Commonwealth Equity Services, Llc | 0.03% | 256,535 | $24,459,318 | $25,214,825 | +$755,507 | +3.09% | |
| Joel Isaacson & Co., Llc | 0.70% | 240,333 | $24,266,432 | $23,622,331 | -$644,101 | -2.65% | |
| Cetera Investment Advisers | 0.02% | 203,435 | $20,540,766 | $19,995,626 | -$545,140 | -2.65% | |
| Seeds Investor Llc | 1.70% | 163,498 | $16,508,393 | $16,070,218 | -$438,175 | -2.65% | |
| Hall Capital Management Co Inc | 4.62% | 146,836 | $14,826,031 | $14,432,510 | -$393,521 | -2.65% | |
| Merit Financial Group, Llc | 0.09% | 139,584 | $14,093,818 | $13,719,711 | -$374,107 | -2.65% | |
| Aspire Private Capital, Llc | 2.86% | 137,153 | $13,848,301 | $13,480,768 | -$367,533 | -2.65% | |
| Equitable Holdings, Inc. | 0.08% | 126,352 | $12,757,801 | $12,419,138 | -$338,663 | -2.65% | |
| First Financial Bank - Trust Division | 0.76% | 110,872 | $10,571,093 | $10,897,609 | +$326,516 | +3.09% | |
| Wedmont Private Capital | 0.23% | 102,209 | $9,737,451 | $10,046,123 | +$308,672 | +3.17% | |
| Keyvantage Wealth, Llc | 3.61% | 94,424 | $9,533,991 | $9,280,935 | -$253,056 | -2.65% | |
| Hassell Wealth Management, Llc | 2.40% | 83,679 | $7,978,418 | $8,224,809 | +$246,391 | +3.09% | |
| Heartwood Wealth Advisors Llc | 0.62% | 82,138 | $7,831,448 | $8,073,344 | +$241,896 | +3.09% | |
| Silver Oak Advisory Group, Inc. | 2.92% | 73,232 | $7,394,000 | $7,197,973 | -$196,027 | -2.65% | |
| Atria Investments, Inc | 0.07% | 71,797 | $6,845,514 | $7,056,927 | +$211,413 | +3.09% | |
| Jones Financial Companies Lllp | 0.00% | 65,926 | $6,653,269 | $6,479,867 | -$173,402 | -2.61% | |
| S.A. Mason Llc | 1.83% | 65,253 | $6,221,547 | $6,413,717 | +$192,170 | +3.09% | |
| Lpl Financial Llc | 0.00% | 60,901 | $6,149,144 | $5,985,959 | -$163,185 | -2.65% | |
| Ashton Thomas Private Wealth, Llc | 0.12% | 64,440 | $6,144,024 | $6,333,808 | +$189,784 | +3.09% | |
| Paragon Capital Management Ltd | 1.08% | 61,371 | $5,851,433 | $6,032,156 | +$180,723 | +3.09% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.27% | 57,680 | $5,499,565 | $5,669,367 | +$169,802 | +3.09% | |
| Seed Wealth Management, Inc. | 3.34% | 45,639 | $5,319,202 | $4,485,857 | -$833,345 | -15.67% | |
| Apella Capital, Llc | 0.07% | 55,528 | $5,280,158 | $5,457,847 | +$177,689 | +3.37% | |
| Truist Financial Corp | 0.01% | 48,711 | $4,644,375 | $4,787,804 | +$143,429 | +3.09% | |
| Verus Financial Partners, Inc. | 0.39% | 48,213 | $4,596,905 | $4,738,856 | +$141,951 | +3.09% | |
| Tarbox Family Office, Inc. | 0.59% | 43,693 | $4,165,909 | $4,294,585 | +$128,676 | +3.09% | |
| Cerity Partners Llc | 0.00% | 39,323 | $3,970,443 | $3,865,058 | -$105,385 | -2.65% | |
| Raymond James Financial Inc | 0.00% | 38,313 | $3,868,455 | $3,765,785 | -$102,670 | -2.65% | |
| Osaic Holdings, Inc. | 0.00% | 32,041 | $3,235,385 | $3,149,310 | -$86,075 | -2.66% | |
| Captrust Financial Advisors | 0.00% | 27,367 | $2,763,245 | $2,689,902 | -$73,343 | -2.65% | |
| Flagship Harbor Advisors, Llc | 0.09% | 26,245 | $2,502,329 | $2,579,621 | +$77,292 | +3.09% | |
| Integrity Wealth Solutions Llc | 0.90% | 24,004 | $2,423,637 | $2,359,353 | -$64,284 | -2.65% | |
| Valeo Financial Advisors, Llc | 0.05% | 24,459 | $2,332,052 | $2,404,075 | +$72,023 | +3.09% | |
| Provenance Wealth Advisors, Llc | 0.14% | 24,442 | $2,330,422 | $2,402,404 | +$71,982 | +3.09% | |
| Mariner, Llc | 0.00% | 22,470 | $2,268,804 | $2,208,576 | -$60,228 | -2.65% | |
| Cassilly Financial Group Llc | 1.40% | 21,927 | $2,090,630 | $2,155,205 | +$64,575 | +3.09% | |
| Citadel Advisors Llc | 0.00% | 19,682 | $1,987,292 | $1,934,544 | -$52,748 | -2.65% | |
| Frankly Finances, Llc | 1.48% | 19,837 | $1,891,458 | $1,949,779 | +$58,321 | +3.08% | |
| Elequin Capital, Lp | 0.06% | 18,378 | $1,855,627 | $1,806,374 | -$49,253 | -2.65% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 17,494 | $1,766,369 | $1,719,485 | -$46,884 | -2.65% | |
| Harbour Investments, Inc. | 0.02% | 17,257 | $1,742,439 | $1,696,191 | -$46,248 | -2.65% | |
| Oak Wealth Advisors Llc | 0.83% | 17,194 | $1,736,078 | $1,689,998 | -$46,080 | -2.65% | |
| Sigfig Wealth Management, Llc | 0.04% | 17,695 | $1,687,130 | $1,739,242 | +$52,112 | +3.09% |
Frequently asked questions about VTEI
Who are the largest institutional holders of VTEI?
The largest institutional holders of VTEI reported in the latest SEC Form 13F filings include Unison Advisors Llc, Ferguson Wellman Capital Management, Inc, Tiaa Wealth Investment Management Llc, Avantax Planning Partners, Inc., and Wealth Enhancement Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported VTEI position.
What is VTEI institutional ownership?
This page tracks VTEI positions reported by institutional investment managers through SEC Form 13F. VANGUARD INT TAX-EXEMPT BOND (VTEI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VTEI?
InsiderSet currently tracks 175 institutional managers reporting VTEI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VTEI shareholders.
How much VTEI stock do institutions own?
Institutional investment managers disclosed approximately $854.53M in VTEI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VTEI institutional ownership last updated?
The latest VTEI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VTEI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VTEI position after the reporting date.
Are institutions buying or selling VTEI?
Institutional buying and selling can be analyzed by comparing VTEI positions across consecutive 13F reporting periods. InsiderSet's VTEI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VTEI ownership changes.
How has VTEI institutional ownership changed over time?
InsiderSet tracks VTEI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.