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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 %
BEI
326
Benjamin Edwards Inc
Missouri
$4.49M +$6.7K +135 +0.1%
EFN
327
Equita Financial Network
Pennsylvania
$4.48M -$617K -12,433 -12%
CFA
328
Capstone Financial Advisors
Illinois
$4.47M -$482K -9,719 -10%
FCP
329
Fidelis Capital Partners
Florida
$4.45M -$840K -17,191 -16%
TFA
330
TPG Financial Advisors
Oregon
$4.41M +$1.06M +21,387 +32%
IA
331
IFP Advisors
Florida
$4.34M -$434K -8,749 -9%
DC
332
Davenport & Co
Virginia
$4.33M +$406K +8,173 +10%
PP
333
PrairieView Partners
Minnesota
$4.32M +$1.08M +21,860 +33%
SAG
334
SageView Advisory Group
California
$4.3M -$37.9K -764 -0.9%
TCM
335
TD Capital Management
Tennessee
$4.3M +$146K +2,939 +4%
Fisher Asset Management
336
Fisher Asset Management
Washington
$4.27M +$627K +12,641 +17%
WCA
337
Westover Capital Advisors
Delaware
$4.27M -$86.1K -1,735 -2%
SQA
338
Simon Quick Advisors
New Jersey
$4.25M -$410K -8,258 -9%
ML
339
McAdam LLC
Pennsylvania
$4.25M -$1.73M -34,811 -29%
VFP
340
Vested Financial Planning
California
$4.25M +$15.2K +306 +0.4%
LIA
341
LifePlan Investment Advisors
North Carolina
$4.25M +$115K +2,321 +3%
CAWM
342
Capital Advisors Wealth Management
Washington
$4.22M +$378K +7,627 +10%
WPW
343
Watershed Private Wealth
Illinois
$4.21M +$1.17M +23,583 +39%
GG
344
Gleason Group
Kentucky
$4.2M +$4.2M +84,561 New
CAM
345
Cresset Asset Management
Illinois
$4.17M +$985K +19,841 +31%
BAAM
346
Baker Avenue Asset Management
California
$4.17M +$412K +8,313 +11%
Envestnet Portfolio Solutions
347
Envestnet Portfolio Solutions
Illinois
$4.15M -$6.45M -130,080 -61%
I
348
INVST
Indiana
$4.12M -$1.13M -22,696 -21%
EFH
349
Eaton Financial Holdings
Florida
$4.1M +$4.1M +82,717 New
ASN
350
Advisory Services Network
Georgia
$4.1M +$255K +5,132 +7%
12 13
14
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