VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,202 hedge funds and large institutions have $28B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 500 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,2131,202 (-11)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

Holders
1,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.08M
Puts
$3.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKIM
1001
Hayek Kallen Investment Management
Alabama
$295K
WCP
1002
Wick Capital Partners
Pennsylvania
$294K
GFPC
1003
Global Financial Private Client
Florida
$293K
DWM
1004
Dogwood Wealth Management
Kansas
$286K
PIM
1005
Progressive Investment Management
Oregon
$285K
O3W
1006
Omni 360 Wealth
New Jersey
$284K
B
1007
Birchbrook
Maine
$284K
UPS
1008
UHLMANN PRICE SECURITIES
Illinois
$284K
NIWA
1009
New Insight Wealth Advisors
California
$283K
RIM
1010
Redwood Investment Management
Arizona
$283K
WPWM
1011
Windward Private Wealth Management
Kansas
$281K
PWM
1012
Penobscot Wealth Management
Maine
$280K
LWM
1013
LongView Wealth Management
Georgia
$280K
PWP
1014
Pursue Wealth Partners
California
$279K
DWM
1015
Diversify Wealth Management
Utah
$279K
HP
1016
Holistic Planning
Texas
$277K
FIC
1017
Family Investment Center
Missouri
$277K
CFSG
1018
Clark Financial Services Group
Missouri
$276K
BAMG
1019
Brand Asset Management Group
Missouri
$276K
HBT
1020
Hills Bank & Trust
Iowa
$275K
LFG
1021
Leverty Financial Group
Wisconsin
$274K
BI
1022
Binnacle Investments
Iowa
$273K
SFG
1023
Sovereign Financial Group
Connecticut
$272K
1832 Asset Management
1024
1832 Asset Management
Ontario, Canada
$271K
BFG
1025
Birch Financial Group
New Hampshire
$271K