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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 %
WFA
701
Wells Financial Advisors
Massachusetts
$937K – – –
PFS
702
Prospect Financial Services
New York
$937K +$38.3K +771 +4%
CIC
703
Cutler Investment Counsel
Oregon
$937K – – –
UAG
704
United Advisor Group
Ohio
$936K +$2.58K +52 +0.3%
GFWA
705
Grey Fox Wealth Advisors
Delaware
$931K +$257K +5,171 +38%
CG
706
CFO4Life Group
Texas
$931K -$69.2K -1,395 -7%
BF
707
Brucke Financial
Indiana
$926K -$189K -3,850 -17%
IC
708
IEQ Capital
California
$921K +$46.6K +940 +5%
EFA
709
Evernest Financial Advisors
Indiana
$919K -$11.4K -230 -1%
FRA
710
Frank Rimerman Advisors
California
$914K – – –
SMA
711
Sage Mountain Advisors
Georgia
$905K +$100K +2,022 +12%
AP
712
Americana Partners
Texas
$905K -$104K -2,091 -10%
CA
713
Claro Advisors
Massachusetts
$902K -$291K -5,860 -24%
LFG
714
Leverty Financial Group
Wisconsin
$902K -$2.53M -51,074 -74%
AWA
715
Arkadios Wealth Advisors
Georgia
$900K +$900K +18,144 New
LFG
716
Lockerman Financial Group
California
$899K -$51K -1,028 -5%
PD
717
Planning Directions
Pennsylvania
$895K +$4.76K +96 +0.5%
Prudential Financial
718
Prudential Financial
New Jersey
$893K – – –
ECM
719
Exchange Capital Management
Michigan
$891K -$140K -2,815 -14%
HCP
720
Hexagon Capital Partners
Arkansas
$888K -$49K -988 -5%
WA
721
WPG Advisers
Maryland
$887K -$220K -4,429 -20%
SPC
722
Sigma Planning Corp
Michigan
$886K +$85.9K +1,732 +11%
ATC
723
Argent Trust Co
Tennessee
$884K +$30.7K +619 +4%
RFP
724
Root Financial Partners
California
$872K +$213K +4,298 +32%
UCFA
725
United Capital Financial Advisors
Texas
$871K -$2.73M -54,922 -76%
27 28
29
30 31