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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 %
B
426
Bailard
California
$2.9M -$82.1K -1,675 -3%
HIP
427
HUB Investment Partners
Texas
$2.87M -$2.26K -46 -0.1%
RW
428
Rede Wealth
Virginia
$2.87M -$11.2K -229 -0.4%
FWP
429
Fiduciary Wealth Partners
Massachusetts
$2.86M +$2.86M +58,300 New
CCG
430
Chatham Capital Group
Georgia
$2.85M -$186K -3,800 -6%
VWA
431
Visionary Wealth Advisors
Illinois
$2.82M -$125K -2,551 -4%
WTA
432
Washington Trust Advisors
Massachusetts
$2.81M +$47.7K +973 +2%
AIC
433
Allodium Investment Consultants
Minnesota
$2.81M +$209K +4,269 +8%
MMPW
434
Mitchell McLeod Pugh & Williams
Alabama
$2.79M +$48.8K +995 +2%
MHC
435
May Hill Capital
Massachusetts
$2.78M -$376K -7,664 -12%
PFM
436
Phillips Financial Management
Indiana
$2.77M -$172K -3,504 -6%
AAP
437
Arax Advisory Partners
Colorado
$2.76M +$215K +4,385 +8%
DAS
438
Dynamic Advisor Solutions
Arizona
$2.75M +$81.2K +1,656 +3%
IWM
439
IHT Wealth Management
Illinois
$2.75M -$1.18M -24,147 -30%
DA
440
Detalus Advisors
Missouri
$2.74M -$414K -8,444 -13%
SAI
441
Savvy Advisors Inc
New York
$2.73M -$375K -7,649 -12%
TF
442
Theory Financial
Colorado
$2.72M -$14.8K -304 -0.5%
HWA
443
Hilltop Wealth Advisors
North Carolina
$2.71M -$6.63M -135,191 -71%
OWM
444
Opes Wealth Management
California
$2.7M +$367K +7,493 +16%
BDF
445
Black Diamond Financial
Maryland
$2.7M +$886K +18,070 +49%
ORC
446
O'Rourke & Company
Massachusetts
$2.7M +$7.8K +159 +0.3%
BC
447
Burney Company
Virginia
$2.69M +$1.3M +26,613 +94%
PF
448
Penney Financial
Texas
$2.67M +$1.25M +25,408 +87%
SAM
449
SP Asset Management
California
$2.66M -$161K -3,278 -6%
AWP
450
Avid Wealth Partners
Texas
$2.64M +$487K +9,930 +23%
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