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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,183 hedge funds and large institutions have $28B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 494 increasing their positions, 454 reducing their positions, and 101 closing their positions.

Holders
1,183
Holders Change
-23
Holders Change %
-1.91%
% of All Funds
15.89%
Holding in Top 10
88
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-13.73%
% of All Funds
1.18%
New
99
Increased
494
Reduced
454
Closed
101
Calls
$5.79M
Puts
$2.36M
Net Calls
+$3.43M
Net Calls Change
+$32.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.3B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$971M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$363M
4
SEI Investments
4
SEI Investments
Pennsylvania
$647M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$177M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$1.21B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$13.3M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.03B
4
UBS Group
4
UBS Group
Switzerland
$181M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.3B 108,048,493 +30,774,028 +40%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.72B 35,166,659 +669,274 +2%
Creative Planning
3
Creative Planning
Kansas
$1.32B 26,851,781 +702,763 +3%
Charles Schwab
4
Charles Schwab
California
$1.21B 24,661,592 -6,228,131 -20%
Morgan Stanley
5
Morgan Stanley
New York
$1.14B 23,314,887 +312,466 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$1.07B 21,831,076 +141,078 +0.7%
Wealthfront Advisers
7
Wealthfront Advisers
California
$1.03B 20,916,716 -2,003,754 -9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$971M 19,795,248 +7,215,017 +57%
Northern Trust
9
Northern Trust
Illinois
$763M 15,568,877 -530,349 -3%
SEI Investments
10
SEI Investments
Pennsylvania
$647M 13,204,759 +3,094,388 +31%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$611M 12,455,750 +207,882 +2%
Wells Fargo
12
Wells Fargo
California
$577M 11,763,538 +118,510 +1%
Bank of America
13
Bank of America
North Carolina
$476M 9,710,516 -570,193 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$439M 8,963,105 +368,696 +4%
Corient Private Wealth
15
Corient Private Wealth
Florida
$363M 7,404,770 +3,458,654 +88%
Franklin Resources
16
Franklin Resources
California
$337M 6,871,298 -197,395 -3%
LPL Financial
17
LPL Financial
California
$314M 6,410,501 +453,473 +8%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$314M 6,404,360 +93,349 +1%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$247M 5,046,259 +415,704 +9%
AL
20
Aspiriant LLC
California
$236M 4,813,806 -421,789 -8%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$215M 4,381,736 +852,639 +24%
Cerity Partners
22
Cerity Partners
New York
$204M 4,152,644 +42,877 +1%
US Bancorp
23
US Bancorp
Minnesota
$193M 3,943,092 +377,275 +11%
UBS Group
24
UBS Group
Switzerland
$181M 3,699,419 -1,527,885 -29%
RWP
25
RWA Wealth Partners
Massachusetts
$178M 3,638,035 +205,063 +6%
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