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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 %
CCA
776
Carrera Capital Advisors
Michigan
$730K -$438K -8,823 -37%
CPA
777
Compass Planning Associates
Massachusetts
$729K +$3.92K +79 +0.5%
IAA
778
Independent Advisor Alliance
North Carolina
$728K -$4.36M -87,894 -86%
HWM
779
HB Wealth Management
Georgia
$724K +$992 +20 +0.1%
LA
780
LPF Advisors
Florida
$721K – – –
SNWA
781
Siligmueller & Norvid Wealth Advisors
Illinois
$720K – – –
LSIA
782
LaSalle St. Investment Advisors
Illinois
$712K +$80.1K +1,615 +13%
FNWM
783
Financial Network Wealth Management
Utah
$709K -$359K -7,244 -34%
BWMG
784
Barnes Wealth Management Group
California
$709K -$74.7K -1,506 -10%
SAM
785
S.A. Mason
Michigan
$708K – – –
WWM
786
Western Wealth Management
Colorado
$708K -$95.4K -1,922 -12%
JGIA
787
Jackson Grant Investment Advisers
Connecticut
$708K +$600K +12,096 +559%
LCWP
788
Legacy Capital Wealth Partners
Arkansas
$706K +$3.67K +74 +0.5%
CWC
789
Carolinas Wealth Consulting
North Carolina
$705K -$113K -2,279 -14%
LOPW
790
Live Oak Private Wealth
North Carolina
$703K +$703K +14,177 New
GSEP
791
Golden State Equity Partners
California
$702K +$32.3K +650 +5%
MWA
792
Moser Wealth Advisors
Washington
$701K +$15.8K +318 +2%
AIM
793
Alhambra Investment Management
Florida
$700K – – –
TCOV
794
Trust Company of Vermont
Vermont
$699K – – –
OC
795
Oakworth Capital
Alabama
$698K -$141K -2,835 -17%
CFO
796
Callan Family Office
Pennsylvania
$697K – – –
AFGAS
797
Allegiance Financial Group Advisory Services
Virginia
$694K +$5.16K +104 +0.7%
BP
798
BWM Planning
Texas
$683K – – –
PP
799
Patron Partners
Texas
$678K -$78.1K -1,573 -10%
IWA
800
Icon Wealth Advisors
Texas
$678K – – –
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