We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,312 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 612 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

158% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 69

67% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2301,312 (+82)

0.69% less ownership

Funds ownership: 73.3%72.61% (-0.69%)

Holders
1,312
Holders Change
+82
Holders Change %
+6.67%
% of All Funds
15.96%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
178
Increased
612
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OFP
351
OLIO Financial Planning
Virginia
$4.28M +$128K +2,537 +3%
UF
352
Univest Financial
Pennsylvania
$4.28M +$914K +18,167 +27%
FPN
353
Financial Planning Navigators
Minnesota
$4.27M +$4.27M +84,934 New
MWM
354
Meridian Wealth Management
Kentucky
$4.26M +$224K +4,451 +6%
WFP
355
Wrenne Financial Planning
Kentucky
$4.25M -$420K -8,346 -9%
FAT
356
First American Trust
California
$4.21M +$250K +4,968 +6%
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$4.19M +$362K +7,200 +9%
AIS
358
American Investment Services
Massachusetts
$4.16M +$303K +6,019 +8%
VC
359
Vicus Capital
Pennsylvania
$4.11M +$10.2K +202 +0.2%
William Blair & Company
360
William Blair & Company
Illinois
$4.11M +$228K +4,526 +6%
MSWM
361
Master's Wealth Management
Pennsylvania
$4.1M +$4.11M +81,608 New
GT
362
Glenview Trust
Kentucky
$4.1M +$704K +13,991 +21%
WIA
363
World Investment Advisors
California
$4.09M +$833K +16,562 +26%
HWM
364
Hassell Wealth Management
Louisiana
$4.09M +$257K +5,106 +7%
Bessemer Group
365
Bessemer Group
New Jersey
$4.06M +$367K +7,288 +10%
CAG
366
Compass Advisory Group
New York
$4.06M +$144K +2,864 +4%
EFH
367
Eaton Financial Holdings
Florida
$4.06M -$91.3K -1,815 -2%
BWM
368
BCGM Wealth Management
Indiana
$4.04M +$14.3K +285 +0.4%
KLI
369
Kelman-Lazarov Inc
Tennessee
$4.04M +$74.4K +1,479 +2%
FLA
370
Financial Life Advisors
Texas
$4.01M +$17.6K +349 +0.4%
ML
371
McAdam LLC
Pennsylvania
$4M +$80.7K +1,603 +2%
TC
372
TAGStone Capital
North Carolina
$3.99M -$604K -11,998 -13%
TFP
373
Traction Financial Partners
Wyoming
$3.99M +$44.6K +886 +1%
CA
374
Cambridge Associates
Massachusetts
$3.98M +$877K +17,438 +28%
CISOA
375
Capital Investment Services of America
Wisconsin
$3.96M -$815K -16,200 -17%