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 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 %
WFS
726
WealthGarden F.S.
California
$868K -$14.2K -287 -2%
KAM
727
Kraft Asset Management
Tennessee
$866K +$7.94K +160 +0.9%
APA
728
Astoria Portfolio Advisors
New York
$863K +$115K +2,360 +15%
MAM
729
MMA Asset Management
Pennsylvania
$856K – – –
SWP
730
ShoreHaven Wealth Partners
New Jersey
$851K -$118K -2,385 -12%
RFW
731
Rainier Family Wealth
Washington
$851K +$851K +17,151 New
PP
732
Prosperity Planning
Missouri
$849K -$869K – –
EWA
733
Encompass Wealth Advisors
Oregon
$845K – – –
LCC
734
Lincoln Capital Corp
Rhode Island
$840K -$34K -685 -4%
LA
735
Legacy Advisors
Pennsylvania
$840K +$840K +16,922 New
ACS
736
Archford Capital Strategies
Illinois
$836K -$254K -5,116 -23%
EWA
737
Elevate Wealth Advisory
Georgia
$835K +$51K +1,027 +6%
SEP
738
Southland Equity Partners
Missouri
$834K – – –
USCWA
739
U.S. Capital Wealth Advisors
Texas
$829K -$43.6K -878 -5%
EWM
740
EPG Wealth Management
Georgia
$813K +$104K +2,098 +15%
WMR
741
Wealth Management Resources
Rhode Island
$805K -$49.6K -1,000 -6%
STFP
742
Signal Tree Financial Partners
Ohio
$801K -$116K -2,344 -13%
OFG
743
Orcam Financial Group
California
$801K -$41K -826 -5%
BDFN
744
Bond & Devick Financial Network
Minnesota
$796K +$40.1K +809 +5%
DI
745
Disciplined Investments
Oklahoma
$794K +$342K +6,900 +76%
RFN
746
RDA Financial Network
Iowa
$793K -$17.2K -346 -2%
SCA
747
Scott Capital Advisors
Oregon
$784K +$62.5K +1,260 +9%
TGAM
748
TBH Global Asset Management
Tennessee
$784K +$512K +10,313 +188%
SIM
749
Studio Investment Management
Illinois
$782K -$2.67M -53,842 -77%
EA
750
Evolution Advisers
Virginia
$781K -$209K -4,212 -21%
28 29
30
31 32