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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 %
IWS
376
Insight Wealth Strategies
California
$3.61M +$9.54K +195 +0.3%
RFO
377
RiverGlades Family Offices
Florida
$3.6M +$100K +2,045 +3%
Envestnet Portfolio Solutions
378
Envestnet Portfolio Solutions
Illinois
$3.58M -$526K -10,727 -13%
CAG
379
Compass Advisory Group
New York
$3.56M +$546K +11,135 +18%
EWA
380
Evolution Wealth Advisors
Florida
$3.49M +$1.49M +30,399 +75%
MWM
381
Modern Wealth Management
Kansas
$3.46M +$1.91M +39,012 +124%
TFO
382
Timonier Family Office
North Carolina
$3.43M -$42.8K -873 -1%
WIA
383
World Investment Advisors
California
$3.4M +$1.96M +39,964 +136%
GT
384
Glenview Trust
Kentucky
$3.39M +$203K +4,138 +6%
AIS
385
American Investment Services
Massachusetts
$3.37M +$313K +6,383 +10%
CAM
386
Cresset Asset Management
Illinois
$3.36M -$762K -15,548 -18%
FPAS
387
Focus Partners Advisor Solutions
Missouri
$3.29M +$1.14M +23,326 +53%
CWM
388
Cornerstone Wealth Management
Missouri
$3.28M -$16.4K -335 -0.5%
CFD
389
Creative Financial Designs
Indiana
$3.27M -$3.82K -78 -0.1%
EA
390
Enclave Advisors
Texas
$3.27M -$12.5M -254,752 -79%
JWCA
391
J.W. Cole Advisors
Florida
$3.27M -$348K -7,101 -10%
ATS
392
Ashton Thomas Securities
New York
$3.26M +$591K +12,047 +22%
SVWG
393
Shared Vision Wealth Group
United States
$3.2M +$95.4K +1,959 +3%
TIM
394
Tortoise Investment Management
New York
$3.19M -$253K -5,160 -7%
RIM
395
Rockbridge Investment Management
New York
$3.18M – – –
NL
396
NWAM LLC
Washington
$3.17M -$1.96M -39,893 -38%
VWA
397
VSM Wealth Advisory
Maryland
$3.16M -$894K -18,237 -22%
TFA
398
TPG Financial Advisors
Oregon
$3.15M -$1.21M -24,647 -28%
EFP
399
Elser Financial Planning
Indiana
$3.14M +$3.14M +64,086 New
CPIG
400
Chicago Partners Investment Group
Illinois
$3.14M +$10.7K +221 +0.3%
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