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 %
AWP
876
Ascent Wealth Partners
New York
$498K +$13.3K +268 +3%
RSWA
877
Robinson Smith Wealth Advisors
Maine
$498K – – –
TCG
878
Transcendent Capital Group
Oklahoma
$496K -$496 -10 -0.1%
BAMG
879
Brand Asset Management Group
Missouri
$492K +$37.4K +753 +8%
FWA
880
FSM Wealth Advisors
Ohio
$491K -$20.7K -418 -4%
State Farm Mutual Automobile Insurance
881
State Farm Mutual Automobile Insurance
Illinois
$487K +$480K +9,665 +6,443%
LIA
882
Lynx Investment Advisory
District of Columbia
$483K +$203K +4,099 +73%
KP
883
Keel Point
Alabama
$483K -$5.21K -105 -1%
RT
884
Rockland Trust
Massachusetts
$482K -$42.4K -855 -8%
HCM
885
Hollencrest Capital Management
California
$482K -$28.4K -573 -6%
CFMC
886
Curbstone Financial Management Corp
New Hampshire
$479K -$39.7K -800 -8%
MIM
887
Moseley Investment Management
Florida
$477K – – –
AA
888
Advisory Alpha
Michigan
$477K -$25.8K -519 -5%
HFAS
889
Hummer Financial Advisory Services
Illinois
$476K – – –
Fiera Capital (Canada)
890
Fiera Capital (Canada)
Quebec, Canada
$471K – – –
SAM
891
Sawgrass Asset Management
Florida
$469K – – –
MOS
892
MGO One Seven
Ohio
$466K +$466K +9,384 New
NHC
893
Nicholas Hoffman & Company
Georgia
$464K +$2.43K +49 +0.5%
HWA
894
HCR Wealth Advisors
California
$463K +$1.69K +34 +0.4%
EF
895
Envision Financial
Wisconsin
$461K -$81.8K -1,649 -15%
APIM
896
Agate Pass Investment Management
Washington
$460K -$110K -2,209 -19%
PA
897
Pineridge Advisors
Missouri
$459K -$1.54K -31 -0.3%
ABC
898
Associated Banc-Corp
Wisconsin
$458K +$458K +9,233 New
PCIG
899
Partners Capital Investment Group
Massachusetts
$454K +$454K +9,157 New
VP
900
Verum Partners
North Carolina
$454K -$15.9K -320 -3%
34 35
36
37 38