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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 %
VWA
351
VSM Wealth Advisory
Maryland
$4.1M -$61K -1,229 -1%
MWM
352
McNaughton Wealth Management
California
$4.1M +$211K +4,244 +5%
CTWM
353
Cherry Tree Wealth Management
Minnesota
$4.02M +$49.4K +995 +1%
QCM
354
Quantinno Capital Management
New York
$4.01M +$3.55M +71,559 +773%
WSFS
355
Wilmington Savings Fund Society
Delaware
$3.99M +$3.07M +61,913 +334%
IWM
356
IHT Wealth Management
Illinois
$3.98M +$61.6K +1,241 +2%
GSIS
357
Global Strategic Investment Solutions
Arizona
$3.97M +$290K +5,844 +8%
FGG
358
Financial Guidance Group
Florida
$3.96M -$77.1K -1,554 -2%
MIS
359
Morningstar Investment Services
Illinois
$3.92M -$3.31M -66,737 -46%
PSCM
360
Per Stirling Capital Management
Texas
$3.89M -$269K -5,417 -6%
KF
361
K2 Financial
California
$3.88M +$383K +7,927 +11%
CIA
362
Concurrent Investment Advisors
Florida
$3.86M +$109K +2,205 +3%
HPA
363
High Probability Advisors
New York
$3.86M +$1.81M +36,482 +88%
FAT
364
First American Trust
California
$3.84M +$447K +9,014 +13%
VAG
365
Vannoy Advisory Group
Texas
$3.82M +$273K +5,509 +8%
PA
366
Pinnacle Associates
New York
$3.81M +$96.1K +1,937 +3%
Thrivent Financial for Lutherans
367
Thrivent Financial for Lutherans
Minnesota
$3.8M – – –
PWMAG
368
Pinnacle Wealth Management Advisory Group
New Jersey
$3.78M +$103K +2,068 +3%
AWM
369
Axxcess Wealth Management
California
$3.76M -$2.09M -42,171 -36%
SCM
370
Steele Capital Management
Iowa
$3.74M – – –
SC
371
Sepio Capital
Utah
$3.72M -$409K -8,250 -10%
GWA
372
Gutierrez Wealth Advisory
Arkansas
$3.7M -$166K -3,336 -4%
FFP
373
FourThought Financial Partners
Florida
$3.69M +$347K +7,000 +10%
STA
374
Shade Tree Advisors
New York
$3.68M +$102K +2,055 +3%
FLA
375
Financial Life Advisors
Texas
$3.67M -$562K -11,336 -13%
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