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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 %
PPWP
451
Premier Path Wealth Partners
New Jersey
$2.64M +$2.36M +48,077 +839%
CFS
452
Cannon Financial Strategists
Georgia
$2.63M -$129K -2,626 -5%
PF
453
PlanWiser Financial
Colorado
$2.63M -$180K -3,706 -6%
CSP
454
Cary Street Partners
Virginia
$2.63M +$4.56K +93 +0.2%
SIP
455
Sellwood Investment Partners
Oregon
$2.63M -$253K -5,150 -9%
Bessemer Group
456
Bessemer Group
New Jersey
$2.63M – – –
CMBA
457
C.M. Bidwell & Associates
Hawaii
$2.62M +$125K +2,546 +5%
GFM
458
GEN Financial Management
Minnesota
$2.61M -$124K -2,521 -5%
SCM
459
Steele Capital Management
Iowa
$2.56M -$1.13M -23,100 -31%
FLPIM
460
F.L. Putnam Investment Management
Massachusetts
$2.56M -$303K -6,179 -11%
AA
461
Alesco Advisors
New York
$2.55M -$324K -6,613 -11%
TCA
462
Transcend Capital Advisors
New Jersey
$2.55M -$132K -2,700 -5%
GGS
463
Galvin Gaustad & Stein
Arizona
$2.51M -$565K -11,522 -18%
PPA
464
Pacific Point Advisors
California
$2.49M -$205K -4,188 -8%
FCP
465
Fidelis Capital Partners
Florida
$2.47M -$1.97M -40,357 -44%
APW
466
Acima Private Wealth
Virginia
$2.47M +$25.2K +513 +1%
SAG
467
SageView Advisory Group
California
$2.47M -$1.74M -35,870 -41%
TA
468
TPG Advisors
Illinois
$2.44M -$312K -6,372 -11%
WA
469
WBH Advisory
Maryland
$2.43M -$1.1M -22,404 -31%
FA
470
FDx Advisors
Illinois
$2.4M +$10.7K +218 +0.4%
SI
471
Stephens Inc
Arkansas
$2.37M +$540K +11,006 +29%
LNWTC
472
Laird Norton Wetherby Trust Company
Washington
$2.36M – – –
MSFS
473
Main Street Financial Solutions
Pennsylvania
$2.35M +$66.9K +1,364 +3%
SWM
474
Spire Wealth Management
Virginia
$2.32M -$799K -16,302 -26%
VWM
475
Verus Wealth Management
Wisconsin
$2.32M -$755K -15,395 -25%
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