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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 106 funds opening new positions, 501 increasing their positions, 439 reducing their positions, and 86 closing their positions.

Holders
1,206
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
16.39%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.39%
New
106
Increased
501
Reduced
439
Closed
86
Calls
$844K
Puts
$29.7M
Net Calls
-$28.9M
Net Calls Change
-$25.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.14B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$212M
3
FWI
3
Facet Wealth Inc
Maryland
$112M
4
Creative Planning
4
Creative Planning
Kansas
$1.3B
5
GC
5
Garde Capital
Washington
$47.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$608M
2
Charles Schwab
2
Charles Schwab
California
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$426M
4
MAS
4
Meeder Advisory Services
Ohio
$2.77M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$175M -$4M -80,689 -2%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$175M +$4.27M +86,139 +3%
RWP
28
RWA Wealth Partners
Massachusetts
$170M +$4.79M +96,450 +3%
Mariner
29
Mariner
Kansas
$156M +$7.14M +143,898 +5%
HighTower Advisors
30
HighTower Advisors
Illinois
$145M +$7.45M +150,061 +5%
OWM
31
Orgel Wealth Management
Wisconsin
$122M -$4.63M -93,396 -4%
Members Trust
32
Members Trust
Florida
$120M -$1.16M -23,419 -1%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$120M -$6.34M -127,683 -5%
SCM
34
SCS Capital Management
Massachusetts
$116M -$1M -20,207 -0.9%
FWI
35
Facet Wealth Inc
Maryland
$112M +$85M +1,741,949 +314%
PCIA
36
Prime Capital Investment Advisors
Kansas
$99.9M +$1.89M +38,101 +2%
OIA
37
OneDigital Investment Advisors
Kansas
$85.7M +$5.4M +108,865 +7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$84.9M +$11.6M +234,242 +16%
GM
39
GeoWealth Management
Illinois
$84.6M -$11.4M -230,437 -12%
Osaic Holdings
40
Osaic Holdings
Arizona
$83.7M -$71.6M -1,443,500 -46%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$83.4M +$124K +2,492 +0.1%
SFA
42
Sequoia Financial Advisors
Ohio
$80M +$3.75M +75,615 +5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$79.7M -$16.1M -323,735 -17%
LFS
44
Lutz Financial Services
Nebraska
$73.1M +$3.6M +72,496 +5%
BFG
45
Bleakley Financial Group
New Jersey
$72.7M +$4.5M +90,600 +7%
FSC
46
Full Sail Capital
Oklahoma
$70.7M +$3.38M +68,149 +5%
WANY
47
Wealthspire Advisors (New York)
New York
$67.9M +$32.9M +663,517 +94%
WPC
48
Wedmont Private Capital
Pennsylvania
$65.7M +$7.22M +150,087 +12%
SC
49
Savant Capital
Illinois
$65.6M +$3.73M +75,197 +6%
CAG
50
Crestwood Advisors Group
Massachusetts
$65M +$3.33M +67,055 +5%
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