Vault-13

Vanguard Intermediate-Term Tax-Exempt Fund VWIUX

MUTUAL FUND · Open-End Fund · CUSIP 922907878

6 institutional holders -1 vs Q1 2026
10,835,10910.8m shares reported held*
$149.6mreported value*
1 new 3 added 0 reduced 1 sold out net bought ≈ $125.4m (+9.1m 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 ≈ $13.81.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 2Q4 22: 2Q1 23: 1Q2 23: 3Q3 23: 3Q4 23: 3Q1 24: 4Q2 24: 5Q3 24: 5Q4 24: 5Q1 25: 5Q2 25: 3Q3 25: 4Q4 25: 5Q1 26: 7Q2 26: 66Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20231
Q2 20233
Q3 20233
Q4 20233
Q1 20244
Q2 20245
Q3 20245
Q4 20245
Q1 20255
Q2 20253
Q3 20254
Q4 20255
Q1 20267
Q2 20266

Buyers vs sellers

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

Bought or addedCut or sold out
505Q3 24: 3 bought or addedQ3 24: 2 cut or sold outQ4 24: 2 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 2 cut or sold outQ2 25: 1 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 0 cut or sold outQ4 25: 2 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 0 cut or sold outQ2 26: 4 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202432
Q4 202423
Q1 202512
Q2 202513
Q3 202530
Q4 202521
Q1 202650
Q2 202641

Biggest buyers

Wealthspire Advisors, LLC New +8,824,534+8.8m
FIRST MERCHANTS CORP Added +260,777+260.8k
CENTRAL BANK & TRUST CO Added +12,269+12.3k
OAKWORTH CAPITAL, INC. Added +43+43

Biggest sellers

Redwood Wealth Management Group, LLC Sold out -14,978-15.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wealthspire Advisors, LLC 0.67% of their portfolio NEW YORK, NY 8,824,5348.8m $121.9m $121.9m 0.67% New
2 FIRST MERCHANTS CORP 0.78% of their portfolio Muncie, IN 1,612,5981.6m $22.3m $22.3m 0.78% Added +260.8k +260,777
3 CENTRAL BANK & TRUST CO 0.60% of their portfolio LEXINGTON, KY 308,235308.2k $4.3m $4.3m 0.60% Added +12.3k +12,269
4 McMillan Office, Inc. 0.12% of their portfolio ST. CLAIR SHORES, MI 74,00074.0k $1.0m $1.0m 0.12% Unchanged
5 GRACE & WHITE INC /NY 0.03% of their portfolio NY, NY 11,91011.9k $164.5k $164.5k 0.03% Unchanged
6 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 3,8323.8k $52.9k $52.9k 0.00% Added +43 +43