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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 %
BWL
251
Beacon Wealthcare LLC
North Carolina
$6.67M -$177K -3,569 -3%
FCIM
252
Fairview Capital Investment Management
California
$6.64M -$139K -2,800 -2%
AWS
253
Atria Wealth Solutions
New York
$6.59M -$6.98M -140,621 -51%
AW
254
Alaethes Wealth
Nevada
$6.56M +$581K +11,712 +10%
CWMK
255
Caliber Wealth Management (Kansas)
Kansas
$6.51M +$6.51M +131,283 New
SWM
256
SigFig Wealth Management
California
$6.49M -$296K -5,971 -4%
BA
257
Bristlecone Advisors
Washington
$6.42M +$366K +7,366 +6%
MNBTD
258
Moody National Bank Trust Division
Texas
$6.36M +$3.96M +79,743 +165%
GPW
259
Genesis Private Wealth
Virginia
$6.32M +$463K +9,335 +8%
SI
260
Seeds Investor
New York
$6.32M +$5.61M +113,000 +791%
AQR Capital Management
261
AQR Capital Management
Connecticut
$6.25M +$4.49M +90,518 +256%
Luther King Capital Management (LKCM)
262
Luther King Capital Management (LKCM)
Texas
$6.12M -$6.18M – –
VBFG
263
Vishria Bird Financial Group
Tennessee
$6.1M -$30.1K -607 -0.5%
CHA
264
Cooper/Haims Advisors
New York
$6.01M -$6.85K -138 -0.1%
Citigroup
265
Citigroup
New York
$6M -$822K -16,567 -12%
PS
266
Principal Securities
Iowa
$5.97M – – –
JFA
267
JNBA Financial Advisors
Minnesota
$5.93M -$187K -3,774 -3%
CISOA
268
Capital Investment Services of America
Wisconsin
$5.92M – – –
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$5.91M +$5.91M +119,194 New
AI
270
Atria Investments
North Carolina
$5.82M -$3.69M -74,334 -39%
TC
271
TownSquare Capital
Utah
$5.79M -$106K -2,141 -2%
LCM
272
Liberty Capital Management
Michigan
$5.72M +$235K +4,742 +4%
FFA
273
Farther Finance Advisors
California
$5.66M -$49.6K -999 -0.9%
FTUS
274
Flow Traders U.S.
New York
$5.6M +$5.6M +112,944 New
RSWM
275
Robertson Stephens Wealth Management
California
$5.6M -$612K -12,335 -10%
9 10
11
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