VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,216 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$2.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWI
801
Conscious Wealth Investments
Florida
$679K
HWM
802
Horizons Wealth Management
North Carolina
$677K
CWA
803
Core Wealth Advisors
Florida
$677K
HAIM
804
Hunter Associates Investment Management
Pennsylvania
$675K
SAM
805
S.A. Mason
Michigan
$675K
MAC
806
Mason & Associates (California)
California
$674K
EFG
807
Embree Financial Group
Illinois
$674K
RBFC
808
Roman Butler Fullerton & Co
Missouri
$673K
4A
809
4Wealth Advisors
Illinois
$669K
MIAS
810
Mason Investment Advisory Services
Virginia
$668K
BNP Paribas Financial Markets
811
BNP Paribas Financial Markets
France
$661K
FIA
812
Foundations Investment Advisors
Arizona
$660K
LPAM
813
Lodestar Private Asset Management
California
$657K
PAG
814
Paladin Advisory Group
Iowa
$654K
BWMG
815
Barnes Wealth Management Group
California
$652K
ML
816
Mayport LLC
Massachusetts
$649K
AWM
817
AE Wealth Management
Kansas
$648K
BWP
818
Burling Wealth Partners
Illinois
$648K
HP
819
HT Partners
Connecticut
$646K
CLG
820
Cooperman Leon G
$645K
BFA
821
Blueprint Financial Advisors
North Carolina
$640K
LWL
822
Leo Wealth LLC
Texas
$639K
GSWM
823
Greenup Street Wealth Management
Michigan
$637K
JGIA
824
Jackson Grant Investment Advisers
Connecticut
$635K
MFG
825
Magnus Financial Group
New York
$626K