VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
651
Ethos Financial Group
Pennsylvania
$1.14M
TWM
652
TriaGen Wealth Management
California
$1.13M
PPW
653
Presilium Private Wealth
Pennsylvania
$1.13M
SWP
654
ShoreHaven Wealth Partners
New Jersey
$1.12M
MGIA
655
Moneta Group Investment Advisors
Missouri
$1.1M
BCG
656
Breakwater Capital Group
New Jersey
$1.1M
JSW
657
Journey Strategic Wealth
New Jersey
$1.1M
KBFS
658
Kohmann Bosshard Financial Services
Ohio
$1.1M
FA
659
FC Advisory
Pennsylvania
$1.09M
State Farm Mutual Automobile Insurance
660
State Farm Mutual Automobile Insurance
Illinois
$1.09M
USCWA
661
U.S. Capital Wealth Advisors
Texas
$1.09M
HWM
662
HB Wealth Management
Georgia
$1.09M
MA
663
Mutual Advisors
Nebraska
$1.08M
EC
664
Eaton-Cambridge
Arizona
$1.08M
RWM
665
Revisor Wealth Management
Ohio
$1.08M
C
666
Croban
Ohio
$1.07M
THCM
667
Taylor Hoffman Capital Management
Virginia
$1.07M
CF
668
Conquis Financial
California
$1.06M
TF
669
Tenon Financial
New Jersey
$1.06M
BHPW
670
Beverly Hills Private Wealth
California
$1.06M
IAS
671
Insigneo Advisory Services
Florida
$1.06M
FGWP
672
Founders Grove Wealth Partners
Virginia
$1.04M
FWP
673
Firethorn Wealth Partners
Georgia
$1.04M
HI
674
Human Investing
Oregon
$1.04M
DAS
675
Diversify Advisory Services
Utah
$1.04M