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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
JPMorgan Chase & Co
New York
$5.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$971M
3
Corient Private Wealth
Corient Private Wealth
Florida
$363M
4
SEI Investments
SEI Investments
Pennsylvania
$647M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$177M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.21B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$13.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.03B
4
UBS Group
UBS Group
Switzerland
$181M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
476
Bartlett & Co Wealth Management
Ohio
$2.32M -$109K -2,218 -4%
CFO
477
Collective Family Office
Pennsylvania
$2.27M -$509K -10,385 -18%
CFP
478
Catalyst Financial Partners
Massachusetts
$2.25M +$1.88M +38,441 +522%
Janney Montgomery Scott
479
Janney Montgomery Scott
Pennsylvania
$2.24M -$10.3M -210,953 -82%
TI
480
Truepoint Inc
Ohio
$2.24M +$1M +20,408 +81%
HI
481
Harbour Investments
Wisconsin
$2.23M +$260K +5,304 +13%
KCIC
482
Kuhn & Co Investment Counsel
Illinois
$2.23M +$234K +4,767 +12%
VWM
483
Vermillion Wealth Management
Minnesota
$2.23M -$2.37M -48,400 -52%
NCM
484
Neumann Capital Management
California
$2.23M -$409K -8,352 -16%
VA
485
VestGen Advisors
Illinois
$2.23M -$40.7K -830 -2%
CAG
486
Csenge Advisory Group
Florida
$2.22M +$626K +12,838 +39%
WSFS
487
Wilmington Savings Fund Society
Delaware
$2.21M -$1.73M -35,326 -44%
EF
488
Envision Financial
Wisconsin
$2.21M +$1.75M +35,784 +385%
FCIM
489
Fairview Capital Investment Management
California
$2.16M -$4.4M -89,800 -67%
SFG
490
Snider Financial Group
Washington
$2.15M +$24.3K +496 +1%
FSG
491
Financial Strategies Group
Michigan
$2.14M -$224K -4,584 -9%
GKIM
492
GW&K Investment Management
Massachusetts
$2.14M – – –
CA
493
Claro Advisors
Massachusetts
$2.14M +$1.25M +25,452 +140%
GMA
494
Glassy Mountain Advisors
Maryland
$2.13M +$22.4K +456 +1%
CCB
495
Country Club Bank
Missouri
$2.12M -$60.5K -1,235 -3%
MAM
496
Mullooly Asset Management
New Jersey
$2.11M +$171K +3,486 +9%
WJA
497
Willis Johnson & Associates
Texas
$2.1M +$2.1M +42,808 New
GFWA
498
Grey Fox Wealth Advisors
Delaware
$2.08M +$1.16M +23,692 +126%
RWM
499
Rialto Wealth Management
New York
$2.07M +$339K +6,921 +20%
DJSG
500
D.J. St. Germain
Massachusetts
$2.06M +$149K +3,037 +8%
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