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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 %
AA
1001
Ancora Advisors
Ohio
$294K +$45.9K +926 +19%
GWP
1002
Gateway Wealth Partners
Wisconsin
$292K +$292K +5,893 New
SIG
1003
Spinnaker Investment Group
California
$290K +$1.24K +25 +0.4%
DWM
1004
Dogwood Wealth Management
Kansas
$290K – – –
DWM
1005
DecisionMap Wealth Management
Virginia
$290K +$32.7K +659 +13%
PIM
1006
Progressive Investment Management
Oregon
$289K +$28.2K +569 +11%
B
1007
Birchbrook
Maine
$287K +$52.8K +1,065 +23%
FCFC
1008
First Citizens Financial Corp
Iowa
$287K +$30.3K +611 +12%
GS
1009
GWN Securities
Florida
$286K +$286K +5,765 New
LWM
1010
Lakeridge Wealth Management
Ohio
$285K – – –
PPWP
1011
Premier Path Wealth Partners
New Jersey
$284K +$66.1K +1,332 +30%
AP
1012
Atwood & Palmer
Missouri
$282K – – –
YWM
1013
Yardley Wealth Management
Pennsylvania
$282K -$846K -17,073 -75%
FAFN
1014
First Affirmative Financial Network
Colorado
$282K +$12.2K +245 +5%
FIC
1015
Family Investment Center
Missouri
$280K -$99 -2 -0%
PWP
1016
Pursue Wealth Partners
California
$280K +$280K +5,643 New
IF
1017
Intrua Financial
Texas
$280K -$15K -302 -5%
CFSG
1018
Clark Financial Services Group
Missouri
$279K – – –
LA
1019
Latitude Advisors
Florida
$279K -$496 -10 -0.2%
RF
1020
RHS Financial
California
$278K +$13.2K +267 +5%
FC
1021
Fairscale Capital
New Hampshire
$278K – – –
HC
1022
Hurley Capital
New York
$278K +$278K +5,595 New
1832 Asset Management
1023
1832 Asset Management
Ontario, Canada
$275K +$275K +5,536 New
MWM
1024
Mascoma Wealth Management
New Hampshire
$273K – – –
O3W
1025
Omni 360 Wealth
New Jersey
$271K -$300K -6,043 -53%
39 40
41
42 43