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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 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
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
102
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 %
TC
251
TAGStone Capital
North Carolina
$7.07M -$715K -14,633 -9%
BWL
252
Beacon Wealthcare LLC
North Carolina
$6.97M +$381K +7,763 +6%
HFA
253
High Falls Advisors
New York
$6.93M +$2.45M +49,994 +55%
CA
254
CGN Advisors
Kansas
$6.88M -$2.79M -56,809 -29%
PAS
255
Park Avenue Securities
New York
$6.88M +$222K +4,521 +3%
GWA
256
Gutierrez Wealth Advisory
Arkansas
$6.8M +$3.14M +63,979 +86%
TFG
257
Tull Financial Group
Virginia
$6.77M +$6.77M +137,996 New
GPW
258
Genesis Private Wealth
Virginia
$6.7M +$462K +9,431 +7%
FWM
259
ForthRight Wealth Management
Georgia
$6.7M -$611K -12,455 -8%
AW
260
Alaethes Wealth
Nevada
$6.68M +$200K +4,085 +3%
MFS
261
McNamara Financial Services
Massachusetts
$6.67M +$1.23M +25,146 +23%
GWM
262
Geneos Wealth Management
Colorado
$6.66M -$7.55M -154,057 -53%
DWT
263
Dorsey & Whitney Trust
South Dakota
$6.64M -$825K -16,835 -11%
VBFG
264
Vishria Bird Financial Group
Tennessee
$6.63M +$602K +12,285 +10%
BWA
265
Burt Wealth Advisors
Maryland
$6.59M +$1.89M +38,580 +40%
DB
266
Dravo Bay
Delaware
$6.51M +$1.79M +36,415 +38%
PS
267
Principal Securities
Iowa
$6.47M +$629K +12,825 +11%
Citadel Advisors
268
Citadel Advisors
Florida
$6.42M +$6.42M +130,952 New
CTA
269
Chesley Taft & Associates
Illinois
$6.32M +$1.02M +20,863 +19%
RWS
270
Rochester Wealth Strategies
Michigan
$6.2M +$6.2M +126,407 New
GAG
271
Goodman Advisory Group
Massachusetts
$6.19M -$8.77M -178,887 -59%
SW
272
Simplicity Wealth
New Jersey
$6.19M +$3.68M +75,018 +147%
SWG
273
Summit Wealth Group
Vermont
$6.17M -$4.72M -96,313 -43%
BWM
274
Brown Wealth Management
Illinois
$6.09M +$2.72M +55,493 +81%
LCM
275
Liberty Capital Management
Michigan
$6.06M +$408K +8,312 +7%
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