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 179 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

159% more first-time investments, than exits

New positions opened: 179 | 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: 1,2291,312 (+83)

0.69% less ownership

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

Holders
1,312
Holders Change
+83
Holders Change %
+6.75%
% 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
179
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
FWP
376
Fiduciary Wealth Partners
Massachusetts
$3.95M +$1.29M +25,600 +48%
AIC
377
Allodium Investment Consultants
Minnesota
$3.95M +$196K +3,887 +5%
PPH
378
Pure Portfolios Holdings
Oregon
$3.94M +$499K +9,925 +15%
LKBC
379
L.K. Benson & Company
Maryland
$3.93M +$278K +5,529 +8%
HPA
380
High Probability Advisors
New York
$3.91M -$25.3K -502 -0.6%
CAL
381
Capital Analysts LLC
Pennsylvania
$3.82M +$413K +8,199 +12%
AI
382
Atria Investments
North Carolina
$3.82M +$38.3K +761 +1%
FGG
383
Financial Guidance Group
Florida
$3.8M -$90.1K -1,791 -2%
UW
384
Unique Wealth
Florida
$3.8M -$80.5K -1,599 -2%
SWM
385
Spire Wealth Management
Virginia
$3.78M +$1.44M +28,655 +61%
CAAS
386
Capital Asset Advisory Services
Michigan
$3.77M +$402K +7,996 +12%
EFN
387
Equita Financial Network
Pennsylvania
$3.75M +$618K +12,285 +20%
SFP
388
Sterling Financial Planning
New Jersey
$3.73M +$477K +9,473 +15%
MI
389
Moneywise Inc
Virginia
$3.69M -$897K -17,825 -20%
WA
390
Wealth Alliance
New York
$3.69M +$15.8K +314 +0.4%
PF
391
Penney Financial
Texas
$3.68M +$770K +15,295 +26%
PSCM
392
Per Stirling Capital Management
Texas
$3.67M -$410K -8,142 -10%
DWT
393
Dorsey & Whitney Trust
South Dakota
$3.63M +$225K +4,465 +7%
IWS
394
Insight Wealth Strategies
California
$3.61M -$20.5K -407 -0.6%
MWM
395
Modern Wealth Management
Kansas
$3.6M +$249K +4,955 +7%
VFA
396
Valeo Financial Advisors
Indiana
$3.59M +$1.51M +30,068 +73%
LNWTC
397
Laird Norton Wetherby Trust Company
Washington
$3.58M +$1.97M +39,209 +123%
EFP
398
Elser Financial Planning
Indiana
$3.57M +$255K +5,063 +8%
MAV
399
Mason & Associates (Virginia)
Virginia
$3.5M -$302K -5,996 -8%
LW
400
Linscomb Wealth
Texas
$3.49M +$134K +2,658 +4%