Vanguard I/T Tax Exmpt-AdmVWIUX
13F holders, Q3 2024 (September 30)5holders
1new positions
1sold out
$13.81avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Vanguard I/T Tax Exmpt-Adm (VWIUX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($14.4M), Partners Capital Investment Group, LLP ($11.9M) and Encompass Wealth Advisors, LLC ($1.8M).
- Company
- Vanguard I/T Tax Exmpt-Adm
- CUSIP
- 922907878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.1M |
| Exits | 1 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 88,326 shares bought and 151,272 shares sold, net −62,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| First Merchants Corp. | 0.55% | Reduce -1.4% | 1,043,668 | $14.4M |
| Partners Capital Investment Group, LLP | 0.19% | Add +0.8% | 862,133 | $11.9M |
| Encompass Wealth Advisors, LLC | 0.45% | Add +0.1% | 129,561 | $1.8M |
| Central Bank & Trust Co. | 0.16% | New | 81,513 | $1.1M |
| RFP Financial Group LLC | 0.05% | No change | 11,888 | $164K |
"% of holder's portfolio" is VWIUX's weight in each manager's 13F, not the share of Vanguard I/T Tax Exmpt-Adm the manager owns.