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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 %
OL
576
Optas LLC
Texas
$1.5M +$676K +13,621 +82%
SFA
577
Souders Financial Advisors
Ohio
$1.5M +$8.58K +173 +0.6%
LFP
578
Leeward Financial Partners
Washington
$1.49M +$45.6K +918 +3%
CL
579
Choreo LLC
Illinois
$1.48M +$511K +10,294 +52%
FHA
580
Flagship Harbor Advisors
Massachusetts
$1.47M -$15K -302 -1%
JBW
581
Journey Beyond Wealth
Georgia
$1.47M -$262K -5,289 -15%
AAS
582
Ameritas Advisory Services
Nebraska
$1.47M +$200 +4 +0%
AWM
583
Act Wealth Management
Texas
$1.46M +$992K +20,000 +211%
WIC
584
Whitegate Investment Counselors
New Hampshire
$1.46M -$111K -2,235 -7%
WIA
585
World Investment Advisors
California
$1.46M +$327K +6,584 +29%
VCA
586
Verdence Capital Advisors
Maryland
$1.45M +$88.2K +1,778 +6%
PF
587
Penney Financial
Texas
$1.45M +$55.9K +1,126 +4%
WAL
588
W Advisors LLC
Tennessee
$1.43M +$65K +1,310 +5%
LPP
589
Life Planning Partners
Florida
$1.42M +$49.6K +1,000 +4%
ACP
590
Aveo Capital Partners
Colorado
$1.42M -$3.17M -64,620 -69%
FWIA
591
Fort Washington Investment Advisors
Ohio
$1.42M – – –
Kovitz Investment Group Partners
592
Kovitz Investment Group Partners
Illinois
$1.41M -$106K -2,128 -7%
RFG
593
RFP Financial Group
Georgia
$1.41M -$156K -3,136 -10%
BFG
594
Bouchey Financial Group
New York
$1.4M – – –
MW
595
Maia Wealth
Colorado
$1.4M -$89.4K -1,843 -6%
BC
596
Burney Company
Virginia
$1.4M +$333K +6,713 +31%
CA
597
Continuum Advisory
Idaho
$1.39M -$74.9K -1,510 -5%
AWAP
598
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.39M – – –
LFA
599
Legacy Financial Advisors
Kentucky
$1.39M -$44.2K -891 -3%
GJIA
600
Glass Jacobson Investment Advisors
Maryland
$1.39M – – –
22 23
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