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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 %
CA
426
Cambridge Associates
Massachusetts
$2.94M – – –
SW
427
SteelPeak Wealth
California
$2.93M -$36.8K -741 -1%
RW
428
Rede Wealth
Virginia
$2.92M +$492K +9,922 +20%
SIP
429
Sellwood Investment Partners
Oregon
$2.91M +$529K +10,669 +22%
RFP
430
RCS Financial Planning
Maryland
$2.91M -$431K -8,684 -13%
AA
431
Alesco Advisors
New York
$2.91M -$162K -3,270 -5%
HIP
432
HUB Investment Partners
Texas
$2.91M +$11.8K +238 +0.4%
FLPIM
433
F.L. Putnam Investment Management
Massachusetts
$2.9M -$670K -13,497 -19%
FFM
434
Forum Financial Management
Illinois
$2.86M -$3.72M -74,973 -57%
SAM
435
SP Asset Management
California
$2.86M -$437K -8,810 -13%
S
436
SignatureFD
Georgia
$2.84M -$201K -4,051 -7%
PF
437
PlanWiser Financial
Colorado
$2.84M +$2.84M +57,874 New
CPW
438
Catalyst Private Wealth
California
$2.82M +$2.34M +47,194 +488%
CFO
439
Collective Family Office
Pennsylvania
$2.81M +$80.6K +1,625 +3%
WTA
440
Washington Trust Advisors
Massachusetts
$2.8M +$546K +11,004 +24%
CFS
441
Cannon Financial Strategists
Georgia
$2.79M +$83K +1,672 +3%
TF
442
Theory Financial
Colorado
$2.79M +$1.11M +22,428 +67%
TA
443
TPG Advisors
Illinois
$2.78M +$73.5K +1,482 +3%
MMPW
444
Mitchell McLeod Pugh & Williams
Alabama
$2.77M -$39K -786 -1%
MAS
445
Meeder Advisory Services
Ohio
$2.77M -$79.9M -1,610,544 -97%
GFM
446
GEN Financial Management
Minnesota
$2.76M -$437K -8,816 -14%
IWS
447
Integrity Wealth Solutions
Colorado
$2.76M -$78.5K -1,583 -3%
PPA
448
Pacific Point Advisors
California
$2.72M – – –
ORC
449
O'Rourke & Company
Massachusetts
$2.72M +$122K +2,454 +5%
FB
450
Fulton Bank
Pennsylvania
$2.72M -$178K -3,588 -6%
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