VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,216 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$2.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Summit Financial
New Jersey
$8.48M
CHA
227
Cooper/Haims Advisors
New York
$8.31M
LWM
228
Level Wealth Management
North Carolina
$8.26M
CFA
229
Capstone Financial Advisors
Illinois
$8.26M
SPIA
230
Steward Partners Investment Advisory
New York
$8.25M
VA
231
Valmark Advisers
Ohio
$8.23M
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$8.2M
KGP
233
Keystone Global Partners
Colorado
$8.15M
TPCW
234
TD Private Client Wealth
New York
$8.03M
APP
235
Avantax Planning Partners
Iowa
$7.79M
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$7.78M
CA
237
Clearstead Advisors
Ohio
$7.73M
FWM
238
ForthRight Wealth Management
Georgia
$7.71M
MMA
239
Miracle Mile Advisors
California
$7.66M
WFA
240
Websterrogers Financial Advisors
South Carolina
$7.65M
SDWMA
241
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.61M
HWMG
242
Hurlow Wealth Management Group
Indiana
$7.58M
SC
243
Schiavi & Co
Delaware
$7.56M
TFG
244
Tilson Financial Group
New Jersey
$7.54M
SWG
245
Summit Wealth Group
Vermont
$7.5M
BWL
246
Beacon Wealthcare LLC
North Carolina
$7.49M
OAP
247
One Advisory Partners
Kansas
$7.47M
RGC
248
Roberts, Glore & Co
Illinois
$7.45M
GPW
249
Genesis Private Wealth
Virginia
$7.32M
FFA
250
Farther Finance Advisors
California
$7.29M