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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 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 %
EFH
326
Eaton Financial Holdings
Florida
$4.53M +$477K +9,722 +12%
WFP
327
Wrenne Financial Planning
Kentucky
$4.52M +$2.1M +42,758 +87%
BWM
328
Benchmark Wealth Management
Connecticut
$4.48M -$296K -6,037 -6%
SQA
329
Simon Quick Advisors
New Jersey
$4.47M +$262K +5,342 +6%
W
330
WealthCollab
Washington
$4.41M -$137K -2,785 -3%
William Blair & Company
331
William Blair & Company
Illinois
$4.39M +$1.15M +23,549 +36%
STA
332
Shade Tree Advisors
New York
$4.36M +$720K +14,683 +20%
DPI
333
Diversified Portfolios Inc
Michigan
$4.34M +$4.34M +88,578 New
PPH
334
Pure Portfolios Holdings
Oregon
$4.3M -$243K -4,957 -5%
KWM
335
Kingsview Wealth Management
Oregon
$4.3M -$810K -16,520 -16%
VC
336
Vicus Capital
Pennsylvania
$4.27M +$953K +19,444 +29%
SFO
337
Stokes Family Office
Louisiana
$4.24M -$257K -5,251 -6%
FFA
338
Farther Finance Advisors
California
$4.24M -$1.35M -27,572 -24%
LIA
339
LifePlan Investment Advisors
North Carolina
$4.22M +$24.2K +494 +0.6%
TCM
340
TD Capital Management
Tennessee
$4.18M -$69.7K -1,422 -2%
MWA
341
Motive Wealth Advisors
Michigan
$4.17M -$450K -9,173 -10%
KLI
342
Kelman-Lazarov Inc
Tennessee
$4.15M -$741K -15,104 -15%
AI
343
Atria Investments
North Carolina
$4.14M -$1.61M -32,808 -28%
EWA
344
EverSource Wealth Advisors
Alabama
$4.14M +$1.84M +37,522 +80%
AWS
345
Atria Wealth Solutions
New York
$4.12M -$2.39M -48,844 -37%
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$4.1M -$1.34M -27,421 -25%
MI
347
Moneywise Inc
Virginia
$4M +$704K +14,367 +21%
SCTC
348
Sanibel Captiva Trust Company
Florida
$3.98M -$663K -13,518 -14%
SC
349
Steph & Co
Wisconsin
$3.97M +$657K +13,400 +20%
VFA
350
Valeo Financial Advisors
Indiana
$3.95M -$4.2M -85,699 -52%
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