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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 %
RIA
551
Regal Investment Advisors
Michigan
$1.69M +$119K +2,397 +8%
AWA
552
Aletheian Wealth Advisors
Washington
$1.69M -$44.9K -905 -3%
NA
553
Note Advisors
New York
$1.67M -$152K -3,056 -8%
GA
554
GSG Advisors
New Jersey
$1.67M +$85.5K +1,762 +5%
RW
555
Regimen Wealth
Georgia
$1.67M -$71K -1,431 -4%
NRI
556
NFP Retirement Inc
California
$1.65M -$860K -17,329 -34%
SSW
557
Stone Summit Wealth
Florida
$1.64M -$74.9K -1,510 -4%
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$1.63M +$111K +2,233 +7%
CANC
559
Culbertson A N & Co
Virginia
$1.62M +$94.3K +1,900 +6%
PA
560
Parallel Advisors
California
$1.62M -$649K -13,074 -29%
BFP
561
Brewster Financial Planning
New York
$1.62M +$426K +8,590 +36%
RZH
562
Relyea Zuckerberg Hanson
Connecticut
$1.62M -$107K -2,163 -6%
OHWA
563
Oak Hill Wealth Advisors
Virginia
$1.59M – – –
CAG
564
Csenge Advisory Group
Florida
$1.59M +$570K +11,722 +56%
BNP Paribas Financial Markets
565
BNP Paribas Financial Markets
France
$1.59M +$1.59M +32,026 New
BBWP
566
Beacon Bridge Wealth Partners
Pennsylvania
$1.58M – – –
T
567
Transce3nd
Texas
$1.57M -$356K -7,172 -18%
RWP
568
Revolve Wealth Partners
New Jersey
$1.57M +$896K +18,048 +133%
MWM
569
Modern Wealth Management
Kansas
$1.57M -$146K -2,950 -9%
BC
570
Brio Consultants
California
$1.56M -$811K -16,339 -34%
MSWM
571
McGlone Suttner Wealth Management
Wisconsin
$1.56M -$236K -4,761 -13%
MC
572
Middleton & Co
Massachusetts
$1.54M -$258K -5,200 -14%
CWS
573
Cypress Wealth Services
California
$1.54M -$29K -585 -2%
FCBT
574
First Citizens Bank & Trust
North Carolina
$1.53M +$12.7K +256 +0.8%
EGM
575
Engineers Gate Manager
New York
$1.5M +$1.5M +30,327 New
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