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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 %
LIWM
676
Long Island Wealth Management
New York
$1.01M +$23.1K +466 +2%
NL
677
Navalign LLC
California
$1.01M +$389K +7,848 +63%
AR
678
Apeiron RIA
Texas
$1M -$234K -4,709 -19%
LIG
679
Lokken Investment Group
Delaware
$1M +$14.6K +295 +1%
PTC
680
Private Trust Company
Ohio
$994K -$129K -2,590 -11%
FWP
681
Firethorn Wealth Partners
Georgia
$983K -$196K -3,954 -17%
KW
682
Keyvantage Wealth
Pennsylvania
$980K -$654K -13,177 -40%
WFM
683
Wolff Financial Management
Michigan
$976K +$1.99K +40 +0.2%
CWA
684
Continuum Wealth Advisors
New York
$972K -$134K -2,705 -12%
JIR
685
James Investment Research
Ohio
$971K -$411K -8,284 -30%
SWA
686
Sax Wealth Advisors
New Jersey
$968K +$30.1K +606 +3%
REMPR
687
Roof Eidam Maycock Peralta (REMP)
California
$967K -$55.7K -1,122 -5%
PI
688
PFG Investments
New York
$967K +$38.8K +781 +4%
HNWAG
689
High Net Worth Advisory Group
Florida
$967K -$16.8K -338 -2%
BMC
690
Bear Mountain Capital
Washington
$966K +$893K +18,216 +1,217%
PFBT
691
Parkside Financial Bank & Trust
Missouri
$964K +$764K +15,394 +381%
FF
692
Farrell Financial
New York
$960K +$1.29K +26 +0.1%
CST
693
Charles Schwab Trust
Nevada
$958K +$958K +19,311 New
MFG
694
MidWestOne Financial Group
Iowa
$958K – – –
WIA
695
Wetzel Investment Advisors
Indiana
$956K -$1.34K -27 -0.1%
RWM
696
Revisor Wealth Management
Ohio
$950K +$494K +9,961 +108%
LC
697
Landaas & Company
Wisconsin
$948K +$119K +2,394 +14%
EA
698
Eclectic Associates
California
$946K -$6.15K -124 -0.6%
SC
699
SouthState Corp
Florida
$938K +$938K +18,902 New
PAA
700
Peregrine Asset Advisers
Oregon
$937K -$37.2K -749 -4%
26 27
28
29 30