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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 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 %
FA
476
FDx Advisors
Illinois
$2.42M -$158K -3,180 -6%
LNWTC
477
Laird Norton Wetherby Trust Company
Washington
$2.39M – – –
OWM
478
Opes Wealth Management
California
$2.36M +$101K +2,040 +4%
FSG
479
Financial Strategies Group
Michigan
$2.36M +$154K +3,166 +7%
EWA
480
EverSource Wealth Advisors
Alabama
$2.32M +$506K +10,200 +28%
FPF
481
First Pacific Financial
Washington
$2.32M +$260K +5,243 +13%
MSFS
482
Main Street Financial Solutions
Pennsylvania
$2.31M +$143K +2,875 +7%
VA
483
VestGen Advisors
Illinois
$2.29M +$2.29M +46,226 New
RPGK
484
Retirement Planning Group (Kansas)
Kansas
$2.29M +$2.29M +46,177 New
LKBC
485
L.K. Benson & Company
Maryland
$2.25M +$247K +4,973 +12%
CCB
486
Country Club Bank
Missouri
$2.2M -$84K -1,695 -4%
AWP
487
Avid Wealth Partners
Texas
$2.18M -$518K -10,432 -19%
FPAS
488
Focus Partners Advisor Solutions
Missouri
$2.18M -$382K -7,700 -15%
CB
489
Commerce Bank
Missouri
$2.17M +$200K +4,030 +10%
GKIM
490
GW&K Investment Management
Massachusetts
$2.17M +$1.58M +31,935 +272%
HF
491
HRT Financial
New York
$2.16M -$636K -12,813 -23%
SFG
492
Snider Financial Group
Washington
$2.15M +$504K +10,165 +31%
GMA
493
Glassy Mountain Advisors
Maryland
$2.14M +$155K +3,119 +8%
PSA
494
Plum Street Advisors
Louisiana
$2.13M -$51.2K -1,032 -2%
SHGA
495
Sand Hill Global Advisors
California
$2.09M -$1.45M -29,132 -41%
WTC
496
WhitTier Trust Company
Nevada
$2.09M -$319K -6,440 -13%
MWP
497
Meredith Wealth Planning
Illinois
$2.08M +$193K +3,896 +10%
SIG
498
Sargent Investment Group
Maryland
$2.04M +$540K +10,885 +36%
GEA
499
Glen Eagle Advisors
New Jersey
$2.03M -$231K -4,647 -10%
EWA
500
Evolution Wealth Advisors
Florida
$2.02M – – –
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