VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,201 hedge funds and large institutions have $27.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 498 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2111,201 (-10)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
751
Bond & Devick Financial Network
Minnesota
$817K
WHCI
752
W.H. Cornerstone Investments
Massachusetts
$815K
HNWAG
753
High Net Worth Advisory Group
Florida
$813K
MAC
754
Mason & Associates (California)
California
$812K
GSWM
755
Greenup Street Wealth Management
Michigan
$809K
BWM
756
BCS Wealth Management
Tennessee
$805K
CPWM
757
Cypress Point Wealth Management
Texas
$798K
FA
758
FF Advisors
California
$796K
WMR
759
Wealth Management Resources
Rhode Island
$795K
PWAM
760
Private Wealth Asset Management
Iowa
$791K
EWM
761
EPG Wealth Management
Georgia
$789K
EA
762
Evolution Advisers
Virginia
$777K
AL
763
ADE LLC
Maryland
$772K
SKK
764
Shepherd Kaplan Krochuk
Massachusetts
$771K
OPWM
765
Oregon Pacific Wealth Management
Oregon
$761K
RTC
766
Riverview Trust Company
Washington
$761K
CMA
767
Cedar Mountain Advisors
Oregon
$761K
WFS
768
WealthGarden F.S.
California
$753K
SIC
769
Sigma Investment Counselors
Michigan
$752K
OFG
770
Orcam Financial Group
California
$751K
PI
771
PFG Investments
New York
$750K
PFS
772
Prospect Financial Services
New York
$745K
OL
773
Optas LLC
Texas
$744K
GSEP
774
Golden State Equity Partners
California
$742K
PAS
775
PKS Advisory Services
New York
$734K