VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,216 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 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 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 (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
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
AWA
576
Aletheian Wealth Advisors
Washington
$1.47M
CM
577
Columbus Macro
Pennsylvania
$1.46M
CWM
578
Centurion Wealth Management
Virginia
$1.46M
JIR
579
James Investment Research
Ohio
$1.45M
AFP
580
Ausdal Financial Partners
Iowa
$1.45M
LWM
581
LJI Wealth Management
Indiana
$1.45M
SWGC
582
Summit Wealth Group (Colorado)
Colorado
$1.44M
BWP
583
Bernardo Wealth Planning
Pennsylvania
$1.44M
AF
584
Apexium Financial
Texas
$1.44M
BFG
585
Bouchey Financial Group
New York
$1.43M
PWMG
586
Prestige Wealth Management Group
New Jersey
$1.43M
TWA
587
TCI Wealth Advisors
Arizona
$1.42M
IPW
588
Intergy Private Wealth
Colorado
$1.41M
WP
589
WealthShield Partners
North Carolina
$1.41M
HP
590
Hilltop Partners
Indiana
$1.41M
RFP
591
Root Financial Partners
California
$1.41M
LIG
592
Lokken Investment Group
Delaware
$1.4M
AAG
593
Armstrong Advisory Group
Massachusetts
$1.4M
ANBT
594
American National Bank & Trust
Texas
$1.4M
RFG
595
RFP Financial Group
Georgia
$1.39M
CWS
596
Cypress Wealth Services
California
$1.39M
LSA
597
Lansing Street Advisors
Pennsylvania
$1.38M
SSW
598
Stone Summit Wealth
Florida
$1.38M
PP
599
Prosperity Planning
Missouri
$1.38M
PG
600
Proffitt & Goodson
Tennessee
$1.37M