We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,311 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 612 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

158% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 69

67% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2291,311 (+82)

0.69% less ownership

Funds ownership: 73.3%72.61% (-0.69%)

Holders
1,311
Holders Change
+82
Holders Change %
+6.67%
% of All Funds
15.95%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
178
Increased
612
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JAA
251
Joel Adams & Associates
North Carolina
$7.56M -$1.07M -21,250 -12%
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
$7.55M +$3.49M +69,304 +86%
SDWMA
253
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.55M -$89.7K -1,783 -1%
PAS
254
Park Avenue Securities
New York
$7.48M +$687K +13,646 +10%
APP
255
Avantax Planning Partners
Iowa
$7.47M -$359K -7,132 -5%
GPW
256
Genesis Private Wealth
Virginia
$7.42M +$69.4K +1,380 +0.9%
OAP
257
One Advisory Partners
Kansas
$7.38M -$81.5K -1,619 -1%
AWA
258
Acumen Wealth Advisors
Tennessee
$7.35M +$7.35M +146,149 New
HWMG
259
Hurlow Wealth Management Group
Indiana
$7.34M -$271K -5,386 -4%
GWS
260
Glassman Wealth Services
Virginia
$7.31M +$2.6M +51,579 +55%
CTWM
261
Cherry Tree Wealth Management
Minnesota
$7.31M +$1.39M +27,579 +23%
PFPG
262
Pinnacle Financial Partners (Georgia)
Georgia
$7.28M +$7.29M +144,840 New
2L
263
25 LLC
Missouri
$7.27M -$2.46M -48,937 -25%
FWM
264
ForthRight Wealth Management
Georgia
$7.25M -$497K -9,883 -6%
SIA
265
Soltis Investment Advisors
Utah
$7.23M +$165K +3,275 +2%
NLA
266
Northern Lights Advisors
Washington
$7.23M +$7.23M +143,688 New
MCM
267
MAI Capital Management
Ohio
$7.15M +$1.35M +26,770 +23%
RGC
268
Roberts, Glore & Co
Illinois
$7.09M -$397K -7,887 -5%
SAM
269
Stembrook Asset Management
New Jersey
$7.07M +$7.08M +140,681 New
HDIM
270
Hanson & Doremus Investment Management
Vermont
$6.88M +$534K +10,605 +8%
CAWM
271
Capital Advisors Wealth Management
Washington
$6.88M +$365K +7,259 +6%
GWA
272
Gutierrez Wealth Advisory
Arkansas
$6.84M -$67.5K -1,341 -1%
XFP
273
Xena Financial Planning
Oregon
$6.82M +$6.82M +135,534 New
TFA
274
Trinity Financial Advisors
Ohio
$6.76M -$1.76M -35,054 -21%
RWS
275
Rochester Wealth Strategies
Michigan
$6.73M -$291K -5,778 -4%