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 106 funds opening new positions, 501 increasing their positions, 439 reducing their positions, and 86 closing their positions.

Holders
1,206
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
16.39%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.39%
New
106
Increased
501
Reduced
439
Closed
86
Calls
$844K
Puts
$29.7M
Net Calls
-$28.9M
Net Calls Change
-$25.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.14B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$212M
3
FWI
3
Facet Wealth Inc
Maryland
$112M
4
Creative Planning
4
Creative Planning
Kansas
$1.3B
5
GC
5
Garde Capital
Washington
$47.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$608M
2
Charles Schwab
2
Charles Schwab
California
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$426M
4
MAS
4
Meeder Advisory Services
Ohio
$2.77M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.14B
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
76
Willow Creek Wealth Management
California
$38.5M 775,141 +21,154 +3%
FG
77
Foster Group
Iowa
$38.5M 775,053 -11,156 -1%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$38M 765,171 +765,171 New
M&T Bank
79
M&T Bank
New York
$37.8M 761,250 -275 -0%
BWP
80
BSW Wealth Partners
Colorado
$37.3M 751,673 -7,092 -0.9%
HIG
81
Heritage Investment Group
Florida
$36.3M 732,243 -5,840 -0.8%
HSA
82
HBK Sorce Advisory
Pennsylvania
$35.9M 723,668 +45,883 +7%
Truist Financial
83
Truist Financial
North Carolina
$35M 705,065 -132,983 -16%
MWM
84
Modera Wealth Management
New Jersey
$33.9M 682,255 +4,916 +0.7%
WA
85
Waverly Advisors
Alabama
$33.3M 671,465 -2,531 -0.4%
PCM
86
Passive Capital Management
Maryland
$32.3M 650,855 -4,014 -0.6%
BFC
87
Bedel Financial Consulting
Indiana
$32.2M 658,251 +18,686 +3%
AF
88
Allworth Financial
California
$32M 657,146 +7,712 +1%
AIM
89
Allen Investment Management
New York
$31.7M 639,311 – –
OCM
90
One Capital Management
California
$31M 624,098 +2,324 +0.4%
FPCP
91
Fort Point Capital Partners
California
$29.2M 587,796 +96,967 +20%
PFP
92
Pinnacle Financial Partners
Tennessee
$29M 579,569 +14,745 +3%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$28.8M 579,726 -441,691 -43%
ASW
94
Astoria Strategic Wealth
Texas
$28.7M 579,006 +2,210 +0.4%
CI
95
CX Institutional
Indiana
$28.6M 577,148 +113,472 +24%
Brown Advisory
96
Brown Advisory
Maryland
$28.6M 576,478 +38,733 +7%
CC
97
Callan Capital
California
$27.3M 550,027 -170,563 -24%
OWA
98
One Wealth Advisors
California
$27.3M 549,496 +7,599 +1%
BFA
99
Bragg Financial Advisors
North Carolina
$27.3M 549,317 +8,705 +2%
MNA
100
Manning & Napier Advisors
New York
$27.1M 546,938 +10,911 +2%
2 3
4
5 6