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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 %
RIM
401
Rockbridge Investment Management
New York
$3.22M +$375K +7,566 +13%
MHC
402
May Hill Capital
Massachusetts
$3.19M -$7.39K -149 -0.2%
DA
403
Detalus Advisors
Missouri
$3.19M +$287K +5,787 +10%
CAAM
404
Cornerstone Advisors Asset Management
Pennsylvania
$3.19M -$10.1K -204 -0.3%
EP
405
Edgestream Partners
New Jersey
$3.17M +$259K +5,216 +9%
SVWG
406
Shared Vision Wealth Group
United States
$3.17M +$14.9K +301 +0.5%
CPIG
407
Chicago Partners Investment Group
Illinois
$3.16M -$102K -2,089 -3%
SWM
408
Spire Wealth Management
Virginia
$3.16M -$209K -4,211 -6%
SAI
409
Savvy Advisors Inc
New York
$3.14M +$480K +9,679 +18%
UF
410
Univest Financial
Pennsylvania
$3.14M -$2.35M -47,311 -43%
GGS
411
Galvin Gaustad & Stein
Arizona
$3.11M -$228K -4,594 -7%
EWM
412
Elmwood Wealth Management
California
$3.11M -$238K -4,801 -7%
VWM
413
Verus Wealth Management
Wisconsin
$3.11M -$102K -2,058 -3%
SFP
414
Sterling Financial Planning
New Jersey
$3.1M -$3.87K -78 -0.1%
AIS
415
American Investment Services
Massachusetts
$3.1M -$73.6K -1,484 -2%
CCG
416
Chatham Capital Group
Georgia
$3.07M +$476K +9,600 +18%
CAG
417
Compass Advisory Group
New York
$3.05M -$1.54M -31,105 -34%
LW
418
Linscomb Wealth
Texas
$3.02M +$525K +10,586 +21%
B
419
Bailard
California
$3.01M -$1.74M -35,027 -37%
GWWM
420
Great Waters Wealth Management
Minnesota
$3M -$369K -7,436 -11%
VWA
421
Visionary Wealth Advisors
Illinois
$2.98M +$90.3K +1,820 +3%
PFM
422
Phillips Financial Management
Indiana
$2.98M -$40.1K -809 -1%
HW
423
Hancock Whitney
Mississippi
$2.97M -$24.8K -500 -0.8%
BWM
424
BCGM Wealth Management
Indiana
$2.96M +$1.01M +20,287 +52%
SCG
425
Sonata Capital Group
Washington
$2.94M -$181K -3,650 -6%
15 16
17
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