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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 %
EIA
651
Eldridge Investment Advisors
New Hampshire
$1.11M +$1.68K +34 +0.2%
IAS
652
Insigneo Advisory Services
Florida
$1.11M +$50.4K +1,015 +5%
MAC
653
Mason & Associates (California)
California
$1.09M -$537K -10,816 -33%
HA
654
Hanover Advisors
South Carolina
$1.08M +$91.6K +1,846 +9%
CF
655
Conquis Financial
California
$1.08M +$637K +12,839 +144%
TF
656
Tenon Financial
New Jersey
$1.07M +$198K +4,000 +23%
BHPW
657
Beverly Hills Private Wealth
California
$1.07M -$2.78K -56 -0.3%
CFGSD
658
Compass Financial Group (South Dakota)
South Dakota
$1.07M +$74.8K +1,507 +8%
CWA
659
Consilio Wealth Advisors
Washington
$1.07M +$1.07M +21,493 New
NW
660
NewEdge Wealth
Pennsylvania
$1.06M +$23.1K +465 +2%
PPW
661
Presilium Private Wealth
Pennsylvania
$1.05M +$20.4K +412 +2%
FA
662
FC Advisory
Pennsylvania
$1.05M -$74.5K -1,501 -7%
NG
663
Northstar Group
New York
$1.04M -$68.2K -1,375 -6%
LA
664
LVW Advisors
New York
$1.04M -$223K -4,494 -18%
CCFCSB
665
Cape Cod Five Cents Savings Bank
Massachusetts
$1.03M – – –
PA
666
PFW Advisors
Georgia
$1.03M – – –
IA
667
IFG Advisory
Georgia
$1.03M +$246K +4,963 +32%
C
668
Croban
Ohio
$1.02M +$104K +2,092 +11%
NG
669
Norden Group
Utah
$1.02M – – –
FWM
670
FFT Wealth Management
Pennsylvania
$1.02M -$1.24M -25,049 -55%
CWM
671
Cranbrook Wealth Management
Michigan
$1.02M +$275K +5,535 +37%
UB
672
Umpqua Bank
Oregon
$1.01M – – –
EC
673
Eaton-Cambridge
Arizona
$1.01M +$1.01M +20,423 New
LPAM
674
Lodestar Private Asset Management
California
$1.01M +$60.8K +1,225 +6%
BV
675
Boxwood Ventures
Illinois
$1.01M – – –
25 26
27
28 29