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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 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.93%
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
101
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 %
MOS
951
MGO One Seven
Ohio
$354K -$106K -2,155 -23%
DWM
952
DecisionMap Wealth Management
Virginia
$349K +$62.5K +1,275 +22%
LWA
953
LifeGoal Wealth Advisors
New York
$348K -$403K -8,223 -54%
WIM
954
Westside Investment Management
California
$346K -$3.43K -70 -1%
WIM
955
WealthPlan Investment Management
Nebraska
$343K +$343K +6,996 New
KWA
956
Kondo Wealth Advisors
California
$342K +$342K +6,996 New
TF
957
TME Financial
California
$342K -$932 -19 -0.3%
IF
958
IRON Financial
Illinois
$338K +$338K +6,887 New
LA
959
Latitude Advisors
Florida
$338K +$61.7K +1,259 +22%
BBWP
960
Beacon Bridge Wealth Partners
Pennsylvania
$337K -$1.22M -24,952 -78%
LSWP
961
Liberty Square Wealth Partners
Pennsylvania
$333K – – –
AFA
962
American Financial Advisors
Georgia
$332K +$1.08K +22 +0.3%
EFP
963
EnRich Financial Partners
Wisconsin
$331K -$9.77M -199,323 -97%
AA
964
Ancora Advisors
Ohio
$329K +$39.4K +803 +14%
CPSC
965
Carl P. Sherr & Co
Massachusetts
$327K – – –
Simplex Trading
966
Simplex Trading
Illinois
$327K +$230K +4,696 +238%
VFG
967
Victory Financial Group
Texas
$326K -$337K -6,873 -51%
BL
968
BFSG LLC
California
$326K +$234K +4,780 +256%
AG
969
AmeriFlex Group
Nevada
$323K +$301K +6,150 +1,388%
NLWP
970
Next Level Wealth Planning
Idaho
$320K +$112K +2,292 +54%
AWM
971
Apex Wealth Management
New Hampshire
$318K +$318K +6,486 New
OWA
972
Opal Wealth Advisors
New York
$317K -$23.5K -480 -7%
SHGA
973
Sand Hill Global Advisors
California
$317K -$1.75M -35,725 -85%
AWA
974
Arete Wealth Advisors
Illinois
$316K +$2.75K +56 +0.9%
HIM
975
Hillsdale Investment Management
Ontario, Canada
$316K +$316K +6,440 New
37 38
39
40 41