VTEB icon

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 106 funds opening new positions, 501 increasing their positions, 439 reducing their positions, and 86 closing their positions.

Holders
1,206
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
16.39%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.39%
New
106
Increased
501
Reduced
439
Closed
86
Calls
$844K
Puts
$29.7M
Net Calls
-$28.9M
Net Calls Change
-$25.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.14B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$212M
3
FWI
3
Facet Wealth Inc
Maryland
$112M
4
Creative Planning
4
Creative Planning
Kansas
$1.3B
5
GC
5
Garde Capital
Washington
$47.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$608M
2
Charles Schwab
2
Charles Schwab
California
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$426M
4
MAS
4
Meeder Advisory Services
Ohio
$2.77M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Topsail Wealth Management
North Carolina
$63.5M -$519K -10,463 -0.8%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$62.4M +$2.94M +59,188 +5%
Stifel Financial
53
Stifel Financial
Missouri
$61.6M +$597K +12,032 +1%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$61.1M -$373K -7,519 -0.6%
ACA
55
Ackerman Capital Advisors
Texas
$58M -$2.46M -49,484 -4%
BBNB
56
Baker Boyer National Bank
Washington
$57.6M -$5.03M -101,413 -8%
TSW
57
Thompson Siegel & Walmsley
Virginia
$56.5M +$3.21M +64,786 +6%
IWC
58
Integrated Wealth Concepts
Massachusetts
$54.9M +$7.99M +161,048 +17%
AWE
59
Avidian Wealth Enterprises
Texas
$54.5M +$2.07M +41,665 +4%
WFA
60
West Financial Advisors
Iowa
$53.9M +$4.15M +83,560 +8%
RFC
61
Regions Financial Corp
Alabama
$51.1M +$2.7M +54,341 +6%
MML Investors Services
62
MML Investors Services
Massachusetts
$50.1M -$5.53M -111,513 -10%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$48.8M +$29.8M +599,525 +156%
Goldman Sachs
64
Goldman Sachs
New York
$48.5M -$798K -16,082 -2%
MG
65
Mather Group
Illinois
$48.4M +$613K +12,356 +1%
WPW
66
Waldron Private Wealth
Pennsylvania
$48.3M -$10M -201,676 -17%
GC
67
Garde Capital
Washington
$47.2M +$47.2M +950,489 New
G
68
GenTrust
Florida
$45.5M +$10.1M +203,855 +29%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$45.1M +$33.6M +678,009 +293%
BHWM
70
Beaird Harris Wealth Management
Texas
$43.5M +$685K +13,800 +2%
Financial Engines Advisors
71
Financial Engines Advisors
California
$41.2M +$1.6M +32,252 +4%
SB
72
Sunflower Bank
Texas
$40.3M +$50.9K +1,026 +0.1%
JWA
73
JFS Wealth Advisors
Pennsylvania
$39.6M +$709K +14,280 +2%
KIM
74
Kestra Investment Management
Texas
$39.1M +$1.07M +21,548 +3%
EWA
75
EP Wealth Advisors
California
$38.6M -$1.36M -27,501 -3%
1 2
3
4 5