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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 %
TAM
976
Titleist Asset Management
Texas
$332K +$149 +3 +0%
CPSC
977
Carl P. Sherr & Co
Massachusetts
$331K – – –
SG
978
StoneX Group
New York
$331K +$9.13K +184 +3%
KFI
979
Key Financial Inc
Pennsylvania
$329K +$115K +2,319 +54%
SWM
980
Schwallier Wealth Management
Michigan
$328K +$328K +6,607 New
LA
981
Lane & Associates
New Jersey
$323K -$41.1K -829 -11%
RRA
982
Round Rock Advisors
Connecticut
$319K -$23.4K -471 -7%
AWA
983
Arete Wealth Advisors
Illinois
$317K +$108K +2,172 +52%
SCM
984
Stordahl Capital Management
Colorado
$317K +$97.2K +1,958 +44%
CC
985
Cultivar Capital
Texas
$316K – – –
BFA
986
Bill Few Associates
Pennsylvania
$314K – – –
MCM
987
MidAtlantic Capital Management
Virginia
$313K – – –
IIA
988
Integrity Investment Advisors
Colorado
$312K +$312K +6,284 New
ACG
989
Allen Capital Group
Nebraska
$312K +$15.3K +308 +5%
BFA
990
Bright Financial Advisors
Michigan
$310K -$172K -3,472 -36%
PBO
991
Peoples Bank (Ohio)
Ohio
$310K +$310K +6,240 New
MAG
992
Mayfair Advisory Group
Alabama
$307K – – –
First Trust Advisors
993
First Trust Advisors
Illinois
$306K -$1.79K -36 -0.6%
TNA
994
True North Advisors
Texas
$303K +$303K +6,112 New
SWA
995
Stratos Wealth Advisors
Ohio
$301K -$3.51M -70,690 -92%
WA
996
Wealthstream Advisors
New York
$298K – – –
GFPC
997
Global Financial Private Client
Florida
$296K – – –
HP
998
Holistic Planning
Texas
$296K +$26.5K +534 +10%
XF
999
XML Financial
Maryland
$294K -$8.03M -161,849 -96%
DWM
1000
Dakota Wealth Management
Florida
$294K – – –
38 39
40
41 42