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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 %
CM
601
Columbus Macro
Pennsylvania
$1.37M +$64.6K +1,301 +5%
CWA
602
Core Wealth Advisors
Florida
$1.37M -$92.4K -1,862 -6%
VBWMG
603
Von Berge Wealth Management Group
California
$1.36M +$3.61K +74 +0.3%
KPP
604
Kings Path Partners
Texas
$1.36M -$277K -5,581 -17%
MA
605
Mutual Advisors
Nebraska
$1.36M -$163K -3,341 -11%
WP
606
WealthShield Partners
North Carolina
$1.35M +$327K +6,596 +32%
TWM
607
TSA Wealth Management
Texas
$1.35M +$1.35M +27,179 New
WPWM
608
Windward Private Wealth Management
Kansas
$1.34M +$3.72K +75 +0.3%
SWM
609
Shakespeare Wealth Management
Wisconsin
$1.34M +$360K +7,255 +37%
HR
610
Howe & Rusling
New York
$1.33M +$6.55K +132 +0.5%
BWP
611
Bernardo Wealth Planning
Pennsylvania
$1.33M +$6.45K +130 +0.5%
JBA
612
Johnson Bixby & Associates
Washington
$1.33M -$158K -3,186 -11%
CIP
613
Capital Insight Partners
Arizona
$1.32M +$8.04K +162 +0.6%
CFA
614
Cahill Financial Advisors
Minnesota
$1.32M -$52.7K -1,063 -4%
AF
615
Apexium Financial
Texas
$1.32M +$9.83K +198 +0.8%
IPW
616
Intergy Private Wealth
Colorado
$1.31M -$78.2K -1,575 -6%
EFG
617
Ethos Financial Group
Pennsylvania
$1.3M -$279K -5,614 -18%
WLIM
618
White Lighthouse Investment Management
Massachusetts
$1.3M -$476K -9,600 -27%
SFS
619
Strategic Financial Services
New York
$1.3M +$311K +6,258 +31%
PA
620
Perennial Advisors
New York
$1.29M -$50.6K -1,020 -4%
MA
621
MCF Advisors
Kentucky
$1.29M +$1.09M +21,959 +537%
ANBT
622
American National Bank & Trust
Texas
$1.29M +$848K +17,084 +193%
MPW
623
Magnolia Private Wealth
Pennsylvania
$1.27M +$53.3K +1,075 +4%
PFS
624
Prospera Financial Services
Texas
$1.27M -$2.23K -45 -0.2%
FPCG
625
Forum Private Client Group
Indiana
$1.26M +$103K +2,084 +9%
23 24
25
26 27