VTEB icon

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 %
WPW
301
Watershed Private Wealth
Illinois
$5.03M +$872K +17,779 +21%
AAS
302
Avantax Advisory Services
Texas
$5.01M -$3.28M -66,907 -40%
PCMC
303
Paragon Capital Management (Colorado)
Colorado
$5.01M -$476K -9,707 -9%
GWS
304
Glassman Wealth Services
Virginia
$4.97M -$2.08M -42,418 -30%
BEI
305
Benjamin Edwards Inc
Missouri
$4.93M +$497K +10,141 +11%
MCM
306
MAI Capital Management
Ohio
$4.88M -$113K -2,313 -2%
KF
307
K2 Financial
California
$4.86M +$948K +19,455 +24%
RFP
308
RCS Financial Planning
Maryland
$4.84M +$1.97M +40,087 +68%
EPA
309
Element Pointe Advisors
Florida
$4.84M +$21.9K +447 +0.5%
Susquehanna International Group
310
Susquehanna International Group
Pennsylvania
$4.83M -$32.7M -666,752 -87%
DC
311
Davenport & Co
Virginia
$4.79M +$509K +10,388 +12%
CIA
312
Concurrent Investment Advisors
Florida
$4.76M +$943K +19,240 +25%
MF
313
Manuka Financial
Virginia
$4.72M -$29.8K -608 -0.6%
SWM
314
SigFig Wealth Management
California
$4.7M -$1.71M -35,000 -27%
OFP
315
OLIO Financial Planning
Virginia
$4.68M +$1.33M +27,192 +40%
BNP Paribas Financial Markets
316
BNP Paribas Financial Markets
France
$4.67M +$3.1M +63,298 +198%
MLA
317
My Legacy Advisors
Oregon
$4.66M +$1.09M +22,231 +30%
WA
318
Wealth Alliance
New York
$4.64M +$37.7K +769 +0.8%
BA
319
Bristlecone Advisors
Washington
$4.62M -$1.73M -35,200 -27%
EWA
320
Exencial Wealth Advisors
Oklahoma
$4.6M +$1.12M +22,872 +32%
RIA
321
Retirement Investment Advisors
Oklahoma
$4.57M -$101K -2,067 -2%
MWP
322
Meridian Wealth Partners
Pennsylvania
$4.56M -$76.8K -1,567 -2%
MSF
323
Mustard Seed Financial
Arkansas
$4.56M +$1.23M +25,133 +37%
SIG
324
Sargent Investment Group
Maryland
$4.55M +$2.55M +52,131 +127%
PJSIMP
325
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.54M -$78.4K -1,599 -2%
11 12
13
14 15