SEC 13F Intelligence

VWIUXVANGUARD TAX EXEMPT

CUSIP 922907878 · Yahoo Finance ↗ · Google Finance ↗

Vanguard Tax Exempt (VWIUX) has 7 institutional holders in Filings Flow’s 13F database, together reporting 1.76M shares worth $24M as of Q1 2026. The largest reported holders are First Merchants Corp, Central Bank & Trust Co, and Mcmillan Office, Inc..

Institutional Holders
7
Q1 2026
Reported Value
$24M
Ticker
VWIUX
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 2Q2 ’19Q3 ’19: 1Q4 ’19: 2Q1 ’20: 1Q2 ’20: 1Q2 ’20Q3 ’20: 1Q4 ’20: 3Q1 ’21: 4Q2 ’21: 7Q2 ’21Q3 ’21: 6Q4 ’21: 5Q1 ’22: 5Q2 ’22: 4Q2 ’22Q3 ’22: 2Q4 ’22: 2Q1 ’23: 1Q2 ’23: 3Q2 ’23Q3 ’23: 3Q4 ’23: 3Q1 ’24: 4Q2 ’24: 5Q2 ’24Q3 ’24: 5Q4 ’24: 5Q1 ’25: 5Q2 ’25: 3Q2 ’25Q3 ’25: 4Q4 ’25: 5Q1 ’26: 7filingsflow.com
Total reported value
Q2 ’19: $27MQ2 ’19Q3 ’19: $4MQ4 ’19: $5MQ1 ’20: $5MQ2 ’20: $5MQ2 ’20Q3 ’20: $5MQ4 ’20: $6MQ1 ’21: $7MQ2 ’21: $9MQ2 ’21Q3 ’21: $34MQ4 ’21: $30MQ1 ’22: $10MQ2 ’22: $5MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ2 ’23: $15MQ2 ’23Q3 ’23: $14MQ4 ’23: $14MQ1 ’24: $16MQ2 ’24: $30MQ2 ’24Q3 ’24: $29MQ4 ’24: $28MQ1 ’25: $29MQ2 ’25: $17MQ2 ’25Q3 ’25: $19MQ4 ’25: $22MQ1 ’26: $24Mfilingsflow.com

Holders

Manager% of PortfolioValueSharesQuarter
FIRST MERCHANTS CORP$2.6B AUM0.70%$18M1.35MQ1 2026
CENTRAL BANK & TRUST CO$636M AUM0.64%$4M296.0KQ1 2026
McMillan Office, Inc.$782M AUM0.13%$1M74.0KQ1 2026
Redwood Wealth Management Group, LLC$232M AUM0.09%$204,60315.0KQ1 2026
GRACE & WHITE INC /NY$566M AUM0.03%$162,69111.9KQ1 2026
McIlrath & Eck, LLC$1.3B AUM0.01%$164,58812.0KQ1 2026
Oakworth Capital, Inc.$1.9B AUM0.00%$51,7613.8KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.