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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 %
MCM
301
MAI Capital Management
Ohio
$5.05M +$379K +7,634 +8%
SDWMA
302
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.97M -$530K -10,673 -10%
PIMG
303
Patriot Investment Management Group
Tennessee
$4.96M +$276K +5,568 +6%
KLI
304
Kelman-Lazarov Inc
Tennessee
$4.95M +$692K +13,948 +16%
EPA
305
Element Pointe Advisors
Florida
$4.87M -$58.3K -1,175 -1%
RA
306
RFG Advisory
Alabama
$4.86M -$3.72M -74,871 -43%
BWM
307
Benchmark Wealth Management
Connecticut
$4.83M -$37.8K -762 -0.8%
AWM
308
Apollon Wealth Management
South Carolina
$4.82M -$158K -3,178 -3%
MF
309
Manuka Financial
Virginia
$4.81M -$105K -2,113 -2%
DB
310
Dravo Bay
Delaware
$4.78M -$297K -5,983 -6%
BWA
311
Burt Wealth Advisors
Maryland
$4.76M +$33.2K +670 +0.7%
RIA
312
Retirement Investment Advisors
Oklahoma
$4.73M -$5.95K -120 -0.1%
SCTC
313
Sanibel Captiva Trust Company
Florida
$4.7M +$1.02M +20,655 +28%
MWP
314
Meridian Wealth Partners
Pennsylvania
$4.7M – – –
MWA
315
Motive Wealth Advisors
Michigan
$4.68M +$1.77M +35,685 +61%
PJSIMP
316
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.67M +$2.98K +60 +0.1%
WA
317
Wealth Alliance
New York
$4.66M +$1.12M +22,520 +32%
VWM
318
Vermillion Wealth Management
Minnesota
$4.66M +$50.1K +1,010 +1%
TFP
319
Traction Financial Partners
Wyoming
$4.62M -$285K -5,753 -6%
W
320
WealthCollab
Washington
$4.6M +$59.5K +1,199 +1%
BC
321
Bowman & Company
Wisconsin
$4.6M -$140K -2,813 -3%
PPH
322
Pure Portfolios Holdings
Oregon
$4.6M -$364K -7,337 -7%
SFO
323
Stokes Family Office
Louisiana
$4.55M -$1.84M -37,074 -29%
HFA
324
High Falls Advisors
New York
$4.53M -$177K -3,570 -4%
ARC
325
Advisor Resource Council
Texas
$4.52M +$4.52M +91,570 New
11 12
13
14 15