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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 %
HWM
376
Hassell Wealth Management
Louisiana
$3.66M +$346K +7,130 +10%
JWCA
377
J.W. Cole Advisors
Florida
$3.66M +$2.46M +49,631 +206%
IWS
378
Insight Wealth Strategies
California
$3.65M +$96.5K +1,944 +3%
MLA
379
My Legacy Advisors
Oregon
$3.62M +$453K +9,126 +14%
MPW
380
MGO Private Wealth
California
$3.6M +$243K +4,892 +7%
WA
381
WBH Advisory
Maryland
$3.57M -$200K -4,034 -5%
RFO
382
RiverGlades Family Offices
Florida
$3.55M -$61.7K -1,244 -2%
TFO
383
Timonier Family Office
North Carolina
$3.52M -$90.8K -1,829 -3%
EWA
384
Exencial Wealth Advisors
Oklahoma
$3.52M +$244K +4,910 +7%
TIM
385
Tortoise Investment Management
New York
$3.49M -$39.1K -787 -1%
CAAS
386
Capital Asset Advisory Services
Michigan
$3.42M +$142K +2,867 +4%
BWM
387
Brown Wealth Management
Illinois
$3.41M -$1.02M -20,495 -23%
DE
388
Diversified Enterprises
Delaware
$3.41M +$2.93M +59,069 +609%
OFP
389
OLIO Financial Planning
Virginia
$3.39M -$32.8K -662 -1%
MSF
390
Mustard Seed Financial
Arkansas
$3.37M +$449K +9,043 +15%
VC
391
Vicus Capital
Pennsylvania
$3.35M -$82.3K -1,659 -2%
SC
392
Steph & Co
Wisconsin
$3.35M -$77.4K -1,559 -2%
CWM
393
Cornerstone Wealth Management
Missouri
$3.34M +$59K +1,189 +2%
MI
394
Moneywise Inc
Virginia
$3.33M -$884K -17,814 -21%
CFD
395
Creative Financial Designs
Indiana
$3.32M -$167K -3,366 -5%
William Blair & Company
396
William Blair & Company
Illinois
$3.27M -$529K -10,669 -14%
AIM
397
Advyzon Investment Management
Illinois
$3.25M -$623K -12,546 -16%
IAN
398
Integrated Advisors Network
Texas
$3.23M -$3.5M -70,467 -52%
GT
399
Glenview Trust
Kentucky
$3.23M +$1.75M +35,321 +119%
MWM
400
Meridian Wealth Management
Kentucky
$3.22M +$83.7K +1,686 +3%
14 15
16
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