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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 %
KCIC
501
Kuhn & Co Investment Counsel
Illinois
$2.02M +$113K +2,281 +6%
PWP
502
Precedent Wealth Partners
Texas
$2.02M +$724K +14,585 +56%
HI
503
Harbour Investments
Wisconsin
$2M -$207K -4,170 -9%
WG
504
Watchman Group
Texas
$1.99M -$362K -7,305 -15%
WAG
505
Wheelhouse Advisory Group
Missouri
$1.99M +$173K +3,480 +10%
NAM
506
NorthCrest Asset Manangement
Minnesota
$1.98M -$582K -11,720 -23%
BWM
507
Boyd Wealth Management
California
$1.97M +$466K +9,395 +31%
SRC
508
Sage Rhino Capital
California
$1.97M +$109K +2,192 +6%
LWANC
509
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.97M +$37.6K +757 +2%
SA
510
Sincerus Advisory
New York
$1.97M -$11.7K -235 -0.6%
CI
511
CPR Investments
Michigan
$1.96M +$1.96M +39,600 New
FFL
512
Financial Freedom LLC
Ohio
$1.96M -$1.38M -27,774 -41%
MAM
513
Mullooly Asset Management
New Jersey
$1.96M +$1.96M +39,521 New
BMCM
514
Bryn Mawr Capital Management
Pennsylvania
$1.95M +$186K +3,755 +11%
DJSG
515
D.J. St. Germain
Massachusetts
$1.94M +$338K +6,808 +21%
BCG
516
Breakwater Capital Group
New Jersey
$1.94M -$354K -7,140 -15%
FCI
517
Financial Counselors Inc
Kansas
$1.93M -$298 -6 -0%
BFA
518
Beaumont Financial Advisors
Massachusetts
$1.93M -$151K -3,034 -7%
CFG
519
Certior Financial Group
Pennsylvania
$1.92M +$627K +12,637 +49%
NGA
520
Naples Global Advisors
Florida
$1.91M +$39.7K +800 +2%
GBFP
521
Golden Bell Financial Planning
Georgia
$1.89M +$55.6K +1,121 +3%
SFP
522
SwitchPoint Financial Planning
Utah
$1.87M +$447 +9 +0%
EGA
523
Eagle Global Advisors
Texas
$1.87M -$278K -5,600 -13%
FAG
524
Financial Architects (Georgia)
Georgia
$1.87M +$410K +8,260 +28%
PB
525
Pinnacle Bancorp
Nebraska
$1.86M -$156K -3,147 -8%
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