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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 %
HFS
626
Heritage Financial Services
Massachusetts
$1.26M -$1.94K -39 -0.2%
LWM
627
LJI Wealth Management
Indiana
$1.26M -$13K -261 -1%
TI
628
Truepoint Inc
Ohio
$1.25M +$1.05M +21,067 +512%
WS
629
Wedbush Securities
California
$1.25M -$10.9K -220 -0.9%
HIM
630
Harbour Investment Management
Washington
$1.24M – – –
CWM
631
Centurion Wealth Management
Virginia
$1.24M – – –
BAM
632
Belpointe Asset Management
Nevada
$1.22M +$138K +2,782 +13%
VP
633
Verisail Partners
Georgia
$1.22M – – –
AAG
634
Armstrong Advisory Group
Massachusetts
$1.21M – – –
DAS
635
Diversify Advisory Services
Utah
$1.21M -$155K -3,154 -11%
SIS
636
Strategic Investment Solutions
Illinois
$1.21M -$333K -6,707 -22%
PWMG
637
Prestige Wealth Management Group
New Jersey
$1.2M -$2.19M -44,091 -65%
BBA
638
BLB&B Advisors
Pennsylvania
$1.2M – – –
TGCMU
639
Titan Global Capital Management USA
New York
$1.19M +$132K +2,662 +12%
ACP
640
Aviance Capital Partners
Florida
$1.18M +$57.5K +1,159 +5%
HI
641
Human Investing
Oregon
$1.18M +$81.5K +1,642 +7%
OAJ
642
Ogorek Anthony Joseph
New York
$1.18M -$194K -3,909 -14%
TWM
643
TriaGen Wealth Management
California
$1.16M – – –
1IA
644
1834 Investment Advisors
Wisconsin
$1.15M +$30.8K +620 +3%
MGIA
645
Moneta Group Investment Advisors
Missouri
$1.14M +$197K +3,963 +21%
LAM
646
Lakewood Asset Management
Illinois
$1.13M +$5.41K +109 +0.5%
DWP
647
Daymark Wealth Partners
Ohio
$1.12M +$103K +2,079 +10%
THCM
648
Taylor Hoffman Capital Management
Virginia
$1.11M -$18.7K -376 -2%
RIG
649
RiverFront Investment Group
Virginia
$1.11M -$27.9K -562 -2%
KBFS
650
Kohmann Bosshard Financial Services
Ohio
$1.11M +$12.7K +255 +1%
24 25
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