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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 %
ACG
901
Allen Capital Group
Nebraska
$447K +$139K +2,828 +45%
TPF
902
Tribridge Partners Financial
Maryland
$444K +$444K +9,061 New
WCFA
903
Walkner Condon Financial Advisors
Wisconsin
$443K +$110K +2,235 +33%
SEIA
904
Signature Estate & Investment Advisors
California
$443K +$49 +1 +0%
RWB
905
RMR Wealth Builders
New Jersey
$442K – – –
KFGK
906
Keystone Financial Group (Kentucky)
Kentucky
$441K +$147 +3 +0%
MBTD
907
Mechanics Bank - Trust Department
California
$441K +$441K +9,000 New
FHC
908
First Heartland Consultants
Missouri
$439K -$637 -13 -0.1%
LIA
909
Lynx Investment Advisory
District of Columbia
$438K -$39.9K -813 -8%
APIM
910
Agate Pass Investment Management
Washington
$432K -$22.6K -461 -5%
PA
911
Pineridge Advisors
Missouri
$428K -$25.7K -525 -6%
AIP
912
Ameritas Investment Partners
Nebraska
$426K -$176K -3,586 -29%
GWMIA
913
Global Wealth Management Investment Advisory
Florida
$425K +$11.1K +226 +3%
SWA
914
Sax Wealth Advisors
New Jersey
$423K -$533K -10,873 -56%
EIP
915
Ellis Investment Partners
Pennsylvania
$421K +$7.99K +163 +2%
FNC
916
First National Corp
Massachusetts
$420K +$1.08K +22 +0.3%
SCM
917
Sheridan Capital Management
California
$419K +$172K +3,500 +69%
RDFA
918
Ritter Daniher Financial Advisory
Ohio
$412K – – –
BWA
919
Bordeaux Wealth Advisors
California
$409K +$409K +8,347 New
OC
920
Oppenheimer & Co
New York
$408K -$317K -6,467 -44%
GWMR
921
GC Wealth Management RIA
Massachusetts
$408K +$208K +4,251 +105%
TWP
922
Triad Wealth Partners
Kansas
$407K +$168K +3,421 +70%
TWA
923
Trellis Wealth Advisors
California
$403K +$1.23K +25 +0.3%
SPI
924
Sutton Place Investors
New York
$398K -$128K -2,612 -24%
NWM
925
Northcape Wealth Management
New York
$398K +$398K +8,108 New
35 36
37
38 39