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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 %
LFRG
526
Lazard Frères Gestion
France
$1.86M – – –
SI
527
Stephens Inc
Arkansas
$1.86M +$64.6K +1,302 +4%
OWA
528
Oak Wealth Advisors
Illinois
$1.86M +$457K +9,205 +33%
CW
529
CreativeOne Wealth
Kansas
$1.86M +$16.3K +329 +0.9%
VFIC
530
Valley Forge Investment Consultants
Pennsylvania
$1.84M +$96.4K +1,942 +6%
BDF
531
Black Diamond Financial
Maryland
$1.83M – – –
HP
532
Hilltop Partners
Indiana
$1.83M +$3.82K +77 +0.2%
PG
533
Proffitt & Goodson
Tennessee
$1.83M +$605K +12,188 +49%
MCM
534
Mattern Capital Management
Colorado
$1.83M -$59.4K -1,197 -3%
PFA
535
Petra Financial Advisors
Colorado
$1.83M +$333K +6,708 +22%
WAAG
536
Wealth Alliance Advisory Group
Kansas
$1.83M +$198K +4,000 +12%
FCH
537
Freestone Capital Holdings
Washington
$1.82M +$61.4K +1,237 +3%
CIBC Private Wealth Group
538
CIBC Private Wealth Group
Georgia
$1.81M +$163K +3,380 +10%
FGWP
539
Founders Grove Wealth Partners
Virginia
$1.81M +$186K +3,746 +11%
HWA
540
HHM Wealth Advisors
Tennessee
$1.8M +$63.6K +1,281 +4%
HWP
541
Highline Wealth Partners
California
$1.8M +$8.39K +169 +0.5%
MCWS
542
McKinley Carter Wealth Services
West Virginia
$1.8M -$16.3M -328,486 -90%
EFG
543
Everhart Financial Group
Ohio
$1.79M +$93.8K +1,890 +6%
BB
544
Busey Bank
Illinois
$1.78M -$387K -7,791 -18%
TCM
545
Twele Capital Management
Minnesota
$1.77M -$1.09K -22 -0.1%
ME
546
McIlrath & Eck
Washington
$1.76M -$119K -2,389 -6%
RWM
547
Rialto Wealth Management
New York
$1.76M -$48.6K -979 -3%
SSA
548
SSA Swiss Advisors
$1.75M +$1.75M +35,252 New
Millennium Management
549
Millennium Management
New York
$1.72M +$1.24M +25,013 +261%
FCG
550
Financial Connections Group
California
$1.71M -$860K -17,324 -34%
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