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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,206 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 502 increasing their positions, 439 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,206
Holders Change
-4
Holders Change %
-0.33%
% of All Funds
16.38%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.39%
New
105
Increased
502
Reduced
439
Closed
86
Calls
$844K
Puts
$29.7M
Net Calls
-$28.9M
Net Calls Change
-$25.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$454M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$102M
3
FWI
Facet Wealth Inc
Maryland
+$85M
4
Creative Planning
Creative Planning
Kansas
+$50.5M
5
GC
Garde Capital
Washington
+$47.2M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$163M
2
Charles Schwab
Charles Schwab
California
-$88.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$80M
4
MAS
Meeder Advisory Services
Ohio
-$79.9M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
226
Newman Dignan & Sheerar Inc
Rhode Island
$8.1M +$521K +10,504 +7%
SIA
227
Soltis Investment Advisors
Utah
$7.97M -$164K -3,306 -2%
HAIM
228
Hunter Associates Investment Management
Pennsylvania
$7.93M +$1.9M +38,330 +32%
FMWA
229
Forvis Mazars Wealth Advisors
Missouri
$7.91M -$28.8K -580 -0.4%
TC
230
TAGStone Capital
North Carolina
$7.91M +$3.7M +74,519 +88%
KeyBank National Association
231
KeyBank National Association
Ohio
$7.89M -$694K -13,978 -8%
MMA
232
Miracle Mile Advisors
California
$7.88M +$5.04M +101,584 +178%
WFA
233
Websterrogers Financial Advisors
South Carolina
$7.72M +$847K +17,063 +12%
SF
234
Summit Financial
New Jersey
$7.58M -$6.11M -123,099 -45%
TPCW
235
TD Private Client Wealth
New York
$7.57M +$147K +2,955 +2%
DWT
236
Dorsey & Whitney Trust
South Dakota
$7.55M +$97.4K +1,962 +1%
TFA
237
Trinity Financial Advisors
Ohio
$7.51M +$2.11M +42,441 +39%
GVAG
238
Great Valley Advisor Group
Delaware
$7.41M -$265K -5,337 -3%
FWM
239
ForthRight Wealth Management
Georgia
$7.4M +$25.1K +505 +0.3%
OAP
240
One Advisory Partners
Kansas
$7.31M -$216K -4,356 -3%
KPWS
241
Kestra Private Wealth Services
Texas
$7.26M +$204K +4,121 +3%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$7.23M -$64.8K -1,305 -0.9%
BA
243
Bridgewater Advisors
New York
$7.2M +$7.2M +146,969 New
GWS
244
Glassman Wealth Services
Virginia
$7.13M -$891K -17,953 -11%
VA
245
Valmark Advisers
Ohio
$7.05M -$1.33M -26,900 -16%
BRIA
246
Balanced Rock Investment Advisors
Massachusetts
$7.04M -$182K -3,672 -3%
CFP
247
Cascade Financial Partners
California
$6.89M -$61.4K -1,238 -0.9%
SC
248
Schiavi & Co
Delaware
$6.81M +$621K +12,507 +10%
PAS
249
Park Avenue Securities
New York
$6.74M +$1.73M +34,796 +34%
HWMG
250
Hurlow Wealth Management Group
Indiana
$6.72M -$309K -6,222 -4%
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