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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 %
HWM
826
Horizons Wealth Management
North Carolina
$597K +$150K +3,020 +34%
GI
827
GAMMA Investing
California
$592K +$592K +11,926 New
LSA
828
Lansing Street Advisors
Pennsylvania
$589K -$204K -4,115 -26%
KOC
829
Koss-Olinger Consulting
Florida
$588K -$28M -563,390 -98%
FA
830
Fiducient Advisors
Illinois
$584K +$46.1K +930 +9%
CCA
831
Clearwater Capital Advisors
Illinois
$583K +$1.04K +21 +0.2%
HPM
832
Hoxton Planning & Management
West Virginia
$582K +$217K +4,380 +60%
NWAG
833
Net Worth Advisory Group
Utah
$582K -$214K -4,310 -27%
FFS
834
Founders Financial Securities
Maryland
$581K +$67.8K +1,386 +13%
PFG
835
Prospect Financial Group
Virginia
$580K -$36.3K -732 -6%
LWL
836
Leo Wealth LLC
Texas
$573K -$46.2K -932 -7%
QPWM
837
Quadrant Private Wealth Management
Pennsylvania
$569K -$204K -4,110 -26%
AAS
838
Annex Advisory Services
Wisconsin
$563K +$80.1K +1,615 +17%
MWP
839
Madison Wealth Partners
Wisconsin
$560K -$48.1K -970 -8%
MFG
840
Magnus Financial Group
New York
$557K -$415K -8,358 -43%
HP
841
Haven Private
Florida
$556K – – –
CWI
842
Conscious Wealth Investments
Florida
$555K -$73K -1,492 -12%
LA
843
LM Advisors
California
$554K – – –
DL
844
DOHJ LLC
Washington
$553K -$20.7K -417 -4%
AWM
845
AE Wealth Management
Kansas
$553K +$44.5K +897 +9%
SBH
846
Segall Bryant & Hamill
Illinois
$550K +$550K +11,090 New
NFP
847
Narus Financial Partners
Utah
$550K -$83.1K -1,675 -13%
VC
848
Veery Capital
Delaware
$549K +$1.59K +32 +0.3%
LA
849
Lifeworks Advisors
Michigan
$549K +$8.14K +164 +2%
WF
850
Wayfinding Financial
Washington
$546K +$546K +11,011 New
32 33
34
35 36