VTEB icon

Vanguard Tax-Exempt Bond Index Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
SHF
276
Stage Harbor Financial
Massachusetts
$5.57M
DWM
277
Dynasty Wealth Management
Florida
$5.56M +$147K +2,956 +3%
PCMC
278
Paragon Capital Management (Colorado)
Colorado
$5.55M -$14.1K -285 -0.3%
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$5.51M -$333K -6,708 -6%
AFTS
280
American Financial & Tax Strategies
New York
$5.5M +$161K +3,254 +3%
MFS
281
McNamara Financial Services
Massachusetts
$5.5M +$81.9K +1,650 +2%
AG
282
Ascent Group
Virginia
$5.43M +$5.07M +102,159 +1,394%
ODA
283
One Degree Advisors
California
$5.43M +$2.59M +52,248 +92%
MFA
284
Mayflower Financial Advisors
Massachusetts
$5.39M +$391K +7,879 +8%
CWM
285
Congress Wealth Management
Massachusetts
$5.38M +$411K +8,288 +8%
MAV
286
Mason & Associates (Virginia)
Virginia
$5.38M -$1.38M -27,732 -20%
SCA
287
Stonebridge Capital Advisors
Minnesota
$5.37M +$209K +4,218 +4%
CTA
288
Chesley Taft & Associates
Illinois
$5.36M +$290K +5,850 +6%
RWM
289
Rockwood Wealth Management
Pennsylvania
$5.34M -$3.69M -74,272 -41%
VAF
290
Values Added Financial
District of Columbia
$5.33M -$560K -11,279 -10%
BOPW
291
Brandywine Oak Private Wealth
Pennsylvania
$5.27M -$316K -6,376 -6%
Betterment LLC
292
Betterment LLC
New York
$5.25M +$1.83M +36,812 +53%
GLLW
293
Graves Light Lenhart Wealth
Virginia
$5.22M +$675K +13,594 +15%
NL
294
NWAM LLC
Washington
$5.18M -$1.76M -35,546 -25%
KWM
295
Kingsview Wealth Management
Oregon
$5.17M -$93.1K -1,877 -2%
ATPW
296
Ashton Thomas Private Wealth
Arizona
$5.08M +$3.38M +68,027 +197%
YCG
297
Yeomans Consulting Group
Georgia
$5.08M +$328K +6,612 +7%
PWP
298
PrairieView Wealth Partners
Illinois
$5.08M +$12.5K +251 +0.2%
HDIM
299
Hanson & Doremus Investment Management
Vermont
$5.08M +$744K +14,987 +17%
ERIC
300
Eagle Rock Investment Company
Georgia
$5.06M +$258K +5,200 +5%