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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,183 hedge funds and large institutions have $28B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 494 increasing their positions, 454 reducing their positions, and 101 closing their positions.

Holders
1,183
Holders Change
-23
Holders Change %
-1.91%
% of All Funds
15.89%
Holding in Top 10
88
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-13.73%
% of All Funds
1.18%
New
99
Increased
494
Reduced
454
Closed
101
Calls
$5.79M
Puts
$2.36M
Net Calls
+$3.43M
Net Calls Change
+$32.3M

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
HighTower Advisors
5
HighTower Advisors
Illinois
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$177M 3,619,658 +1,908,798 +112%
Mariner
27
Mariner
Kansas
$160M 3,258,439 +116,197 +4%
Ameriprise
28
Ameriprise
Minnesota
$158M 3,216,439 -315,813 -9%
Vanguard Group
29
Vanguard Group
Pennsylvania
$155M 3,158,757 -611,458 -16%
OWM
30
Orgel Wealth Management
Wisconsin
$144M 2,926,845 +469,938 +19%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$116M 2,374,390 -34,656 -1%
Members Trust
32
Members Trust
Florida
$115M 2,351,684 -71,892 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$112M 2,293,134 -634,399 -22%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$106M 2,167,637 +1,183,813 +120%
FWI
35
Facet Wealth Inc
Maryland
$101M 2,076,352 -219,591 -10%
SCM
36
SCS Capital Management
Massachusetts
$100M 2,039,201 -302,885 -13%
PCIA
37
Prime Capital Investment Advisors
Kansas
$97.3M 1,984,644 -28,662 -1%
OIA
38
OneDigital Investment Advisors
Kansas
$91.4M 1,864,210 +136,498 +8%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$84.3M 1,722,114 +115,332 +7%
KIM
40
Kestra Investment Management
Texas
$83.5M 1,693,967 +905,403 +115%
WANY
41
Wealthspire Advisors (New York)
New York
$82.6M 1,683,670 +315,276 +23%
SFA
42
Sequoia Financial Advisors
Ohio
$79.9M 1,628,647 +17,085 +1%
GM
43
GeoWealth Management
Illinois
$78.2M 1,594,827 -109,908 -6%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$76.8M 1,567,346 -112,484 -7%
SC
45
Savant Capital
Illinois
$75M 1,529,950 +208,631 +16%
Osaic Holdings
46
Osaic Holdings
Arizona
$73M 1,460,870 -226,633 -13%
FSC
47
Full Sail Capital
Oklahoma
$65.8M 1,341,714 -83,239 -6%
WPC
48
Wedmont Private Capital
Pennsylvania
$65M 1,327,687 -38,058 -3%
Stifel Financial
49
Stifel Financial
Missouri
$64.1M 1,307,093 +66,612 +5%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$63M 1,284,644 +26,199 +2%
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