VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.3B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$971M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$363M
4
SEI Investments
4
SEI Investments
Pennsylvania
$647M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$177M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$1.21B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$13.3M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.03B
4
UBS Group
4
UBS Group
Switzerland
$181M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
826
Financial Advocates Investment Management
Washington
$588K -$161K -3,285 -21%
BRIA
827
Balanced Rock Investment Advisors
Massachusetts
$586K -$6.37M -129,985 -92%
PA
828
PFW Advisors
Georgia
$586K -$430K -8,768 -42%
PWP
829
PrairieView Wealth Partners
Illinois
$583K -$4.43M -90,436 -88%
PP
830
Patron Partners
Texas
$579K -$90.7K -1,850 -14%
QPWM
831
Quadrant Private Wealth Management
Pennsylvania
$576K +$13.3K +272 +2%
WOSD
832
WFA of San Diego
California
$569K +$569K +11,608 New
FA
833
Fiducient Advisors
Illinois
$568K -$9.37K -191 -2%
SWA
834
SFMG Wealth Advisors
Texas
$567K +$198K +4,032 +54%
NFP
835
Narus Financial Partners
Utah
$565K +$22.1K +451 +4%
FWM
836
FFT Wealth Management
Pennsylvania
$565K -$439K -8,980 -44%
FFS
837
Founders Financial Securities
Maryland
$564K -$18.9K -385 -3%
TWM
838
Trinity Wealth Management
Pennsylvania
$561K +$25.4K +519 +5%
JPT
839
Jordan Park Trust
New Hampshire
$559K +$559K +11,404 New
BRWA
840
B. Riley Wealth Advisors
Florida
$558K +$558K +11,390 New
AFP
841
Ausdal Financial Partners
Iowa
$551K +$34.8K +709 +7%
BW
842
Balance Wealth
Ohio
$550K +$33.1K +675 +6%
HP
843
Haven Private
Florida
$549K – – –
OAM
844
Occidental Asset Management
California
$549K +$142K +2,900 +35%
LA
845
LM Advisors
California
$547K – – –
FMC
846
First Merchants Corp
Indiana
$544K -$1.96M -40,000 -78%
LNWWM
847
Laird Norton Wetherby Wealth Management
California
$543K +$543K +11,080 New
DL
848
DOHJ LLC
Washington
$543K +$1.22K +25 +0.2%
First Trust Advisors
849
First Trust Advisors
Illinois
$542K +$239K +4,878 +79%
FHA
850
Flagship Harbor Advisors
Massachusetts
$541K -$913K -18,611 -63%
32 33
34
35 36