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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 %
AL
751
ADE LLC
Maryland
$781K – – –
SKK
752
Shepherd Kaplan Krochuk
Massachusetts
$780K – – –
LL
753
LPWM LLC
Minnesota
$778K -$55.1K -1,111 -7%
RC
754
Roundview Capital
New Jersey
$778K +$149K +3,007 +24%
BWG
755
Beta Wealth Group
California
$771K -$1.18M -23,842 -61%
OPWM
756
Oregon Pacific Wealth Management
Oregon
$771K – – –
RTC
757
Riverview Trust Company
Washington
$770K – – –
SIC
758
Sigma Investment Counselors
Michigan
$770K – – –
CMA
759
Cedar Mountain Advisors
Oregon
$770K – – –
FA
760
FF Advisors
California
$769K -$608K -12,394 -44%
AF
761
Advisornet Financial
Minnesota
$769K -$1.56M -31,400 -67%
PAS
762
PKS Advisory Services
New York
$762K +$226K +4,564 +42%
LWA
763
LifeGoal Wealth Advisors
New York
$761K -$763K -15,387 -50%
LGA
764
Lebenthal Global Advisors
New York
$760K -$84.1K -1,695 -10%
JSW
765
Journey Strategic Wealth
New Jersey
$760K +$20K +404 +3%
CFO
766
CVA Family Office
Colorado
$760K +$331K +6,665 +77%
FAIM
767
Financial Advocates Investment Management
Washington
$758K -$178K -3,585 -19%
MWG
768
Martin Worley Group
Utah
$756K +$171K +3,453 +29%
BF
769
Blankinship & Foster
California
$756K +$90.9K +1,832 +14%
CAMG
770
CWA Asset Management Group
Florida
$753K +$142K +2,866 +23%
RTL
771
Red Tortoise LLC
Georgia
$752K +$2.38K +48 +0.3%
HBT
772
Hills Bank & Trust
Iowa
$739K +$13.8K +278 +2%
JCM
773
Janney Capital Management
Pennsylvania
$735K -$4.37K -88 -0.6%
OC
774
Oppenheimer & Co
New York
$734K +$123K +2,471 +20%
MA
775
Mosaic Advisors
Texas
$733K -$2.59M -52,280 -78%
29 30
31
32 33