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 %
ZF
801
Zhang Financial
Michigan
$676K +$2.98K +60 +0.4%
BIM
802
Breakwater Investment Management
Washington
$676K – – –
VFG
803
Victory Financial Group
Texas
$671K +$247K +4,974 +58%
ML
804
Mayport LLC
Massachusetts
$662K -$6.6K -133 -1%
SW
805
SlateStone Wealth
Florida
$656K +$11.2K +225 +2%
NC
806
NewSquare Capital
Pennsylvania
$649K +$6.05K +122 +0.9%
PCS
807
Private Client Services
Kentucky
$649K -$83.8K -1,689 -11%
JWM
808
JP Wealth Management
South Carolina
$645K +$149K +3,000 +30%
AWM
809
Accurate Wealth Management
Florida
$644K +$213K +4,423 +50%
SCP
810
Stevens Capital Partners
Nebraska
$643K -$102K -2,047 -14%
4A
811
4Wealth Advisors
Illinois
$640K -$441K -8,878 -41%
KWS
812
Keystone Wealth Services
California
$640K +$102K +2,061 +19%
CLG
813
Cooperman Leon G
$639K – – –
FA
814
FSA Advisors
Michigan
$631K +$56.4K +1,137 +10%
FCA
815
FLC Capital Advisors
California
$631K -$54.2K -1,092 -8%
APWM
816
Argonautica Private Wealth Management
Massachusetts
$629K +$36.4K +734 +6%
FBFS
817
First Business Financial Services
Wisconsin
$629K +$629K +12,678 New
MIAS
818
Mason Investment Advisory Services
Virginia
$620K +$3.32K +67 +0.5%
PA
819
Procyon Advisors
Connecticut
$618K -$1.74K -35 -0.3%
CCFM
820
Clear Creek Financial Management
Washington
$617K +$4.32K +87 +0.7%
MWM
821
Mission Wealth Management
California
$617K +$115K +2,316 +23%
AIP
822
Ameritas Investment Partners
Nebraska
$609K -$161K -3,246 -21%
TW
823
Towerpoint Wealth
California
$609K -$169K -3,400 -22%
AWAG
824
ARS Wealth Advisors Group
Florida
$608K -$595K -12,000 -49%
CWM
825
Certus Wealth Management
California
$602K – – –
31 32
33
34 35