VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,223 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 529 increasing their positions, 438 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$2.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
476
Precedent Wealth Partners
Texas
$2.34M
SWM
477
Spire Wealth Management
Virginia
$2.33M
VWM
478
Vermillion Wealth Management
Minnesota
$2.32M
BCWM
479
Bartlett & Co Wealth Management
Ohio
$2.31M
VA
480
VestGen Advisors
Illinois
$2.3M
TI
481
Truepoint Inc
Ohio
$2.29M
FSG
482
Financial Strategies Group
Michigan
$2.29M
RSWM
483
Robertson Stephens Wealth Management
California
$2.21M
IAA
484
Independent Advisor Alliance
North Carolina
$2.2M
MAM
485
Mullooly Asset Management
New Jersey
$2.2M
SFG
486
Snider Financial Group
Washington
$2.19M
GKIM
487
GW&K Investment Management
Massachusetts
$2.19M
CA
488
Claro Advisors
Massachusetts
$2.18M
GMA
489
Glassy Mountain Advisors
Maryland
$2.18M
FCP
490
Fidelis Capital Partners
Florida
$2.18M
GFWA
491
Grey Fox Wealth Advisors
Delaware
$2.16M
CFG
492
Certior Financial Group
Pennsylvania
$2.14M
PCA
493
Prosperity Capital Advisors
Ohio
$2.14M
LFP
494
Leeward Financial Partners
Washington
$2.13M
CFO
495
Collective Family Office
Pennsylvania
$2.12M
VFIC
496
Valley Forge Investment Consultants
Pennsylvania
$2.12M
NGA
497
Naples Global Advisors
Florida
$2.11M
RWM
498
Rialto Wealth Management
New York
$2.1M
VFA
499
Valeo Financial Advisors
Indiana
$2.07M
WG
500
Watchman Group
Texas
$2.06M