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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 %
BAAM
351
Baker Avenue Asset Management
California
$3.94M -$183K -3,732 -4%
UW
352
Unique Wealth
Florida
$3.93M +$3.93M +80,157 New
DE
353
Diversified Enterprises
Delaware
$3.93M +$558K +11,371 +17%
BWM
354
BCGM Wealth Management
Indiana
$3.92M +$997K +20,339 +34%
IA
355
IFP Advisors
Florida
$3.92M -$370K -7,556 -9%
PSCM
356
Per Stirling Capital Management
Texas
$3.91M +$61.6K +1,257 +2%
NDSI
357
Newman Dignan & Sheerar Inc
Rhode Island
$3.9M -$4.1M -83,591 -51%
TFP
358
Traction Financial Partners
Wyoming
$3.89M -$683K -13,936 -15%
ML
359
McAdam LLC
Pennsylvania
$3.85M -$346K -7,054 -8%
FGG
360
Financial Guidance Group
Florida
$3.85M -$65.7K -1,340 -2%
CWM
361
Congress Wealth Management
Massachusetts
$3.82M -$1.5M -30,661 -28%
UF
362
Univest Financial
Pennsylvania
$3.8M +$696K +14,200 +22%
FLA
363
Financial Life Advisors
Texas
$3.78M +$162K +3,305 +4%
AWM
364
Axxcess Wealth Management
California
$3.76M +$47K +959 +1%
RA
365
RFG Advisory
Alabama
$3.73M -$1.07M -21,779 -22%
RSWM
366
Robertson Stephens Wealth Management
California
$3.73M -$1.8M -36,804 -33%
VAG
367
Vannoy Advisory Group
Texas
$3.72M -$57.7K -1,176 -2%
HPA
368
High Probability Advisors
New York
$3.71M -$96.9K -1,977 -3%
MPW
369
MGO Private Wealth
California
$3.71M +$157K +3,210 +4%
MAV
370
Mason & Associates (Virginia)
Virginia
$3.71M -$1.6M -32,668 -30%
AWM
371
Apollon Wealth Management
South Carolina
$3.7M -$1.06M -21,594 -22%
FAT
372
First American Trust
California
$3.7M -$99.3K -2,025 -3%
HWM
373
Hassell Wealth Management
Louisiana
$3.67M +$5.83K +120 +0.2%
FFP
374
FourThought Financial Partners
Florida
$3.65M +$245 +5 +0%
Fisher Asset Management
375
Fisher Asset Management
Washington
$3.62M -$600K -12,234 -14%
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