Vanguard Intermediate-Term Tax-Exempt Fund VWIUX
MUTUAL FUND · Open-End Fund · CUSIP 922907878
7
institutional holders
+2 vs Q4 2025
1.8m
shares reported held*
$24.1mreported value*
2 new
3 added
0 reduced
0 sold out
net bought ≈ $2.2m (+163.2k 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 ≈ $13.66.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2 |
| Q4 2022 | 2 |
| Q1 2023 | 1 |
| Q2 2023 | 3 |
| Q3 2023 | 3 |
| Q4 2023 | 3 |
| Q1 2024 | 4 |
| Q2 2024 | 5 |
| Q3 2024 | 5 |
| Q4 2024 | 5 |
| Q1 2025 | 5 |
| Q2 2025 | 3 |
| Q3 2025 | 4 |
| Q4 2025 | 5 |
| Q1 2026 | 7 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 2 | 2 |
| Q3 2024 | 3 | 2 |
| Q4 2024 | 2 | 3 |
| Q1 2025 | 1 | 2 |
| Q2 2025 | 1 | 3 |
| Q3 2025 | 3 | 0 |
| Q4 2025 | 2 | 1 |
| Q1 2026 | 5 | 0 |
Biggest buyers
| FIRST MERCHANTS CORP | Added | +88.6k |
| CENTRAL BANK & TRUST CO | Added | +47.5k |
| Redwood Wealth Management Group, LLC | New | +15.0k |
| McIlrath & Eck, LLC | New | +12.0k |
| OAKWORTH CAPITAL, INC. | Added | +31 |
Biggest sellers
| None |
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| FIRST MERCHANTS CORP 0.70% of their portfolio | 1.4m $18.5m | Added +88.6k |
| CENTRAL BANK & TRUST CO 0.64% of their portfolio | 296.0k $4.0m | Added +47.5k |
| McMillan Office, Inc. 0.13% of their portfolio | 74.0k $1.0m | Unchanged |
| Redwood Wealth Management Group, LLC 0.09% of their portfolio | 15.0k $204.6k | New |
| McIlrath & Eck, LLC 0.01% of their portfolio | 12.0k $164.6k | New |
| GRACE & WHITE INC /NY 0.03% of their portfolio | 11.9k $162.7k | Unchanged |
| OAKWORTH CAPITAL, INC. 0.00% of their portfolio | 3.8k $51.8k | Added +31 |