VTEB icon

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 %
TCA
451
Transcend Capital Advisors
New Jersey
$2.71M +$42.7K +861 +2%
DAS
452
Dynamic Advisor Solutions
Arizona
$2.7M +$2.7M +54,490 New
MW
453
Marcum Wealth
Ohio
$2.7M -$351K -7,070 -11%
ATS
454
Ashton Thomas Securities
New York
$2.7M +$83.7K +1,686 +3%
BCI
455
Brinker Capital Investments
Pennsylvania
$2.69M -$19.6M -394,235 -88%
OPS
456
Orion Portfolio Solutions
Nebraska
$2.69M -$19.6M -394,235 -88%
NCM
457
Neumann Capital Management
California
$2.67M – – –
BPAMU
458
BTG Pactual Asset Management US
New York
$2.67M +$1.74M +35,070 +188%
AssetMark Inc
459
AssetMark Inc
California
$2.67M -$909K -18,315 -25%
AIS
460
Accredited Investor Services
Minnesota
$2.66M +$1.06M +21,348 +66%
Bessemer Group
461
Bessemer Group
New Jersey
$2.66M – – –
CSP
462
Cary Street Partners
Virginia
$2.66M – – –
AIC
463
Allodium Investment Consultants
Minnesota
$2.63M +$59.3K +1,196 +2%
AAP
464
Arax Advisory Partners
Colorado
$2.57M +$311K +6,269 +14%
SA
465
Sunesis Advisors
Kansas
$2.57M -$9.97K -201 -0.4%
CP
466
Canopy Partners
Ohio
$2.56M -$237K -4,771 -8%
SW
467
Simplicity Wealth
New Jersey
$2.54M +$1.5M +30,186 +144%
FMC
468
First Merchants Corp
Indiana
$2.54M -$20.1K -405 -0.8%
PCA
469
Prosperity Capital Advisors
Ohio
$2.53M -$2.58M -51,971 -51%
CMBA
470
C.M. Bidwell & Associates
Hawaii
$2.52M -$828K -16,696 -25%
APW
471
Acima Private Wealth
Virginia
$2.48M -$160K -3,218 -6%
GWM
472
Grand Wealth Management
Michigan
$2.46M -$864K -17,406 -26%
BCWM
473
Bartlett & Co Wealth Management
Ohio
$2.45M -$32.6K -656 -1%
WFP
474
Wrenne Financial Planning
Kentucky
$2.45M +$104K +2,098 +4%
PFA
475
Pure Financial Advisors
California
$2.42M +$740K +14,922 +44%
17 18
19
20 21