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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 %
CWI
851
Conscious Wealth Investments
Florida
$540K -$11.9K -244 -2%
MWM
852
Mission Wealth Management
California
$540K -$69.6K -1,419 -11%
Bank of Montreal
853
Bank of Montreal
Ontario, Canada
$537K +$537K +10,943 New
AWM
854
AE Wealth Management
Kansas
$536K -$10.7K -218 -2%
CCA
855
Carrera Capital Advisors
Michigan
$532K -$189K -3,850 -26%
EFA
856
Edge Financial Advisors
Illinois
$530K – – –
ASG
857
Ariston Services Group
California
$530K +$2.75K +56 +0.5%
AWS
858
Aspen Wealth Strategies
Colorado
$528K +$25.2K +513 +5%
HIW
859
Holos Integrated Wealth
Pennsylvania
$528K – – –
JIC
860
Joel Isaacson & Co
New York
$527K +$527K +10,756 New
CAL
861
Capital Analysts LLC
Pennsylvania
$526K +$167K +3,403 +46%
APWM
862
Argonautica Private Wealth Management
Massachusetts
$526K -$96.1K -1,961 -15%
AAS
863
Annex Advisory Services
Wisconsin
$522K -$34.3K -699 -6%
SL
864
Sentinus LLC
Illinois
$519K +$519K +10,582 New
SG
865
StoneX Group
New York
$518K +$191K +3,905 +59%
SWM
866
Schwallier Wealth Management
Michigan
$518K +$194K +3,958 +60%
HGA
867
Hobbs Group Advisors
South Carolina
$517K +$517K +10,554 New
SWM
868
SpringVest Wealth Management
Texas
$517K -$12.1K -247 -2%
LA
869
Lifeworks Advisors
Michigan
$516K -$25.8K -527 -5%
VCP
870
Verus Capital Partners
Arizona
$516K +$6.13K +125 +1%
FIA
871
Foundations Investment Advisors
Arizona
$513K +$5.84K +119 +1%
SCI
872
Silver Coast Investments
United States
$511K +$5.69K +116 +1%
HPM
873
Hoxton Planning & Management
West Virginia
$511K -$64.3K -1,312 -11%
WMA
874
West Michigan Advisors
Michigan
$509K +$1.57K +32 +0.3%
Tudor Investment Corp
875
Tudor Investment Corp
Connecticut
$503K +$503K +10,253 New
33 34
35
36 37