Who Owns Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF.
Who crossed 5% of VTEI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF578.2K shadded | $55.1M |
| Wedmont Private CapitalINTERMEDIATE TRM102.2K sh— | $9.7M |
| Heartwood Wealth Advisors LLCETF82.1K shadded | $7.8M |
| Paragon Capital Management LtdINTERMEDIATE TRM61.4K shadded | $5.9M |
| Apella Capital, LLCINTERMEDIATE TRM55.5K shtrimmed | $5.3M |
| Valeo Financial Advisors, LLCETF24.5K shadded | $2.3M |
| Cassilly Financial Group LLCINTERMEDIATE TRM21.9K sh— | $2.1M |
| SigFig Wealth Management, LLCINTERMEDIATE TRM17.7K shadded | $1.7M |
| First Heartland Consultants, Inc.INTERMEDIATE TRM17.2K shadded | $1.6M |
| FINANCIAL MANAGEMENT NETWORK INCINTERMEDIATE TRM15.9K shtrimmed | $1.5M |
| Farther Finance Advisors, LLCETF14.5K shadded | $1.4M |
| Sprinkle Financial Consultants LLCINTERMEDIATE TRM10.2K shadded | $970.9K |
| CoreCap Advisors, LLCETF4.9K shheld | $464.5K |
| Avidian Wealth Enterprises, LLCINTERMEDIATE TRM4.1K shtrimmed | $395.3K |
| Worth Asset Management, LLCETF2.9K shtrimmed | $272.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLCINTERMEDIATE TRM2.8K shheld | $268.8K |
| AMERICAN NATIONAL BANK & TRUSTINTERMEDIATE TRM1.5K shadded | $141.9K |
| Trust CoETF611 shadded | $58.3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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