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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.93%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
101
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M

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
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Summit Financial
New Jersey
$8.42M +$928K +18,921 +12%
RGC
227
Roberts, Glore & Co
Illinois
$8.29M -$1.78M -36,232 -18%
APP
228
Avantax Planning Partners
Iowa
$8.23M -$235K -4,793 -3%
TFG
229
Tilson Financial Group
New Jersey
$8.17M -$3.14M -63,968 -28%
SDWMA
230
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.07M +$3.17M +64,560 +64%
MMA
231
Miracle Mile Advisors
California
$7.97M +$185K +3,775 +2%
OAP
232
One Advisory Partners
Kansas
$7.91M +$759K +15,630 +11%
CHA
233
Cooper/Haims Advisors
New York
$7.85M +$1.91M +38,860 +32%
EFP
234
Envision Financial Planning
Tennessee
$7.84M +$7.84M +159,932 New
TC
235
Tenret Company
Florida
$7.6M -$4.76M -97,171 -39%
BCM
236
Blume Capital Management
California
$7.58M -$1.04M -21,270 -12%
VA
237
Valmark Advisers
Ohio
$7.56M +$597K +12,171 +9%
TPCW
238
TD Private Client Wealth
New York
$7.54M +$59.7K +1,217 +0.8%
FMWA
239
Forvis Mazars Wealth Advisors
Missouri
$7.51M -$313K -6,378 -4%
SIA
240
Soltis Investment Advisors
Utah
$7.5M -$378K -7,718 -5%
CA
241
Clearstead Advisors
Ohio
$7.47M -$2.58M -52,698 -26%
WFA
242
Websterrogers Financial Advisors
South Carolina
$7.31M -$319K -6,514 -4%
LWM
243
Level Wealth Management
North Carolina
$7.3M -$2.59M -52,860 -26%
LRIA
244
Leonard Rickey Investment Advisors
Washington
$7.3M -$4.38M -89,375 -38%
APC
245
Aspire Private Capital
North Carolina
$7.29M -$3.48M -71,033 -32%
UB
246
UMB Bank
Missouri
$7.26M -$1.26M -25,654 -15%
HWMG
247
Hurlow Wealth Management Group
Indiana
$7.24M +$604K +12,329 +9%
CFP
248
Cascade Financial Partners
California
$7.19M +$378K +7,710 +6%
SC
249
Schiavi & Co
Delaware
$7.12M +$391K +7,972 +6%
SWP
250
Stratos Wealth Partners
Ohio
$7.11M -$1.68M -34,307 -19%
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