Vault-13

Vanguard Intermediate-Term Tax-Exempt Fund VWIUX

MUTUAL FUND · Open-End Fund · CUSIP 922907878

5 institutional holders +1 vs Q1 2024
2,191,7092.2m shares reported held*
$29.7mreported value*
1 new 1 added 2 reduced 0 sold out net bought ≈ $13.6m (+1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.55.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 2Q4 22: 2Q1 23: 1Q2 23: 3Q3 23: 3Q4 23: 3Q1 24: 4Q2 24: 55Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20231
Q2 20233
Q3 20233
Q4 20233
Q1 20244
Q2 20245

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 1 bought or addedQ4 22: 1 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 2 cut or sold outQ2 23: 2 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 0 bought or addedQ3 23: 2 cut or sold outQ4 23: 0 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 2 bought or addedQ1 24: 2 cut or sold outQ2 24: 2 bought or addedQ2 24: 2 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202211
Q1 202302
Q2 202321
Q3 202302
Q4 202303
Q1 202422
Q2 202422

Biggest buyers

FIRST MERCHANTS CORP New +1,058,458+1.1m
ENCOMPASS WEALTH ADVISORS, LLC Added +969+969

Biggest sellers

PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -48,875-48.9k
MOTCO Reduced -4,215-4.2k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIRST MERCHANTS CORP 0.58% of their portfolio Muncie, IN 1,058,4581.1m $14.3m $14.3m 0.58% New
2 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.20% of their portfolio BOSTON, MA 855,452855.5k $11.6m $11.6m 0.20% Reduced -48.9k -48,875
3 MOTCO 0.11% of their portfolio SAN ANTONIO, TX 136,482136.5k $1.8m $1.8m 0.11% Reduced -4.2k -4,215
4 ENCOMPASS WEALTH ADVISORS, LLC 0.46% of their portfolio PORTLAND, OR 129,429129.4k $1.8m $1.8m 0.46% Added +969 +969
5 RFP Financial Group LLC 0.06% of their portfolio ATLANTA, GA 11,88811.9k $161.1k $161.1k 0.06% Unchanged