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
MFG
776
Magnus Financial Group
New York
$730K
LGA
777
Lebenthal Global Advisors
New York
$728K
WTC
778
WhitTier Trust Company
Nevada
$728K
PRP
779
Peak Retirement Planning
Ohio
$727K
CPA
780
Compass Planning Associates
Massachusetts
$726K
OFS
781
OneAscent Financial Services
Alabama
$721K
LPAM
782
Lodestar Private Asset Management
California
$720K
TCOV
783
Trust Company of Vermont
Vermont
$717K
KW
784
Keyvantage Wealth
Pennsylvania
$715K
LCWP
785
Legacy Capital Wealth Partners
Arkansas
$707K
MWA
786
Moser Wealth Advisors
Washington
$702K
RC
787
Roundview Capital
New Jersey
$700K
STA
788
Summit Trail Advisors
New York
$700K
SAM
789
S.A. Mason
Michigan
$700K
FCA
790
FLC Capital Advisors
California
$699K
BlackRock
791
BlackRock
New York
$697K
APA
792
Astoria Portfolio Advisors
New York
$694K
SNWA
793
Siligmueller & Norvid Wealth Advisors
Illinois
$692K
AIM
794
Alhambra Investment Management
Florida
$691K
MPW
795
Magnolia Private Wealth
Pennsylvania
$690K
CFO
796
Callan Family Office
Pennsylvania
$689K
AFGAS
797
Allegiance Financial Group Advisory Services
Virginia
$688K
WWM
798
Western Wealth Management
Colorado
$687K
SCA
799
Snowden Capital Advisors
New York
$687K
BFS
800
BridgePort Financial Solutions
Iowa
$679K