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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 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.93%
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
101
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 %
CWMK
276
Caliber Wealth Management (Kansas)
Kansas
$6.02M -$414K -8,453 -6%
CAWM
277
Capital Advisors Wealth Management
Washington
$5.95M +$1.79M +36,437 +43%
AFTS
278
American Financial & Tax Strategies
New York
$5.86M +$422K +8,608 +8%
AG
279
Ascent Group
Virginia
$5.83M +$461K +9,407 +9%
BC
280
Bowman & Company
Wisconsin
$5.81M +$1.27M +25,841 +28%
DWM
281
Dynasty Wealth Management
Florida
$5.64M +$141K +2,880 +3%
GVAG
282
Great Valley Advisor Group
Delaware
$5.6M -$1.72M -35,106 -24%
IAN
283
Integrated Advisors Network
Texas
$5.6M +$2.41M +49,185 +76%
GLLW
284
Graves Light Lenhart Wealth
Virginia
$5.55M +$386K +7,863 +7%
CTWM
285
Cherry Tree Wealth Management
Minnesota
$5.53M +$1.56M +31,728 +39%
SCA
286
Stonebridge Capital Advisors
Minnesota
$5.51M +$210K +4,281 +4%
Luther King Capital Management (LKCM)
287
Luther King Capital Management (LKCM)
Texas
$5.49M -$6.12M – –
SHF
288
Stage Harbor Financial
Massachusetts
$5.44M -$68.6K -1,400 -1%
ODA
289
One Degree Advisors
California
$5.4M +$41.1K +839 +0.8%
TGAM
290
TBH Global Asset Management
Tennessee
$5.35M +$4.58M +93,393 +591%
HDIM
291
Hanson & Doremus Investment Management
Vermont
$5.32M +$307K +6,265 +6%
ERIC
292
Eagle Rock Investment Company
Georgia
$5.28M +$278K +5,675 +6%
PIMG
293
Patriot Investment Management Group
Tennessee
$5.26M +$355K +7,247 +7%
PA
294
Pinnacle Associates
New York
$5.25M +$1.48M +30,115 +39%
CISOA
295
Capital Investment Services of America
Wisconsin
$5.24M -$611K -12,455 -10%
YCG
296
Yeomans Consulting Group
Georgia
$5.18M +$164K +3,360 +3%
PWMAG
297
Pinnacle Wealth Management Advisory Group
New Jersey
$5.16M +$1.43M +29,205 +38%
ASN
298
Advisory Services Network
Georgia
$5.13M +$1.1M +22,594 +27%
JFA
299
JNBA Financial Advisors
Minnesota
$5.11M -$744K -15,183 -13%
VFP
300
Vested Financial Planning
California
$5.07M +$872K +17,786 +21%
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