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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 %
RA
1026
Ruggaard & Associates
Ohio
$270K +$270K +5,440 New
SL
1027
SFM LLC
New Hampshire
$268K -$285K -5,734 -51%
WWM
1028
Whalen Wealth Management
Nevada
$268K +$22.4K +451 +9%
SF
1029
Symphony Financial
Texas
$266K +$266K +5,336 New
NCM
1030
Northland Capital Management
Minnesota
$266K – – –
SAM
1031
Strive Asset Management
Ohio
$265K -$4.98M -100,434 -95%
AI
1032
Accredited Investors
Minnesota
$262K -$151K -3,049 -37%
TCM
1033
TruNorth Capital Management
Michigan
$260K – – –
HSG
1034
Helen Stephens Group
Texas
$258K +$1.39K +28 +0.5%
SAM
1035
Summit Asset Management
Tennessee
$256K – – –
GLA
1036
Good Life Advisors
Pennsylvania
$254K -$63K -1,269 -20%
AWP
1037
Axis Wealth Partners
Rhode Island
$254K +$1.29K +26 +0.5%
WDG
1038
Wealth Dimensions Group
Ohio
$252K +$25.6K +516 +11%
QFPS
1039
Quantum Financial Planning Services
Washington
$251K – – –
SCM
1040
Sheridan Capital Management
California
$251K +$251K +5,050 New
EL
1041
EWA LLC
Pennsylvania
$250K -$26.6K -537 -10%
GSWM
1042
Greenup Street Wealth Management
Michigan
$250K -$78.5K -1,583 -24%
WCP
1043
Wick Capital Partners
Pennsylvania
$249K -$74.4K -1,500 -23%
PFG
1044
PAX Financial Group
Texas
$248K +$30.9K +622 +14%
MAG
1045
Mokosak Advisory Group
Iowa
$247K +$247K +4,983 New
1WA
1046
180 Wealth Advisors
Washington
$243K -$20.9K -420 -8%
SFG
1047
Sovereign Financial Group
Connecticut
$242K -$1.74K -35 -0.7%
TWP
1048
Triad Wealth Partners
Kansas
$242K +$242K +4,884 New
SCA
1049
Snowden Capital Advisors
New York
$242K -$54.6K -1,100 -18%
KFGG
1050
Keystone Financial Group (Georgia)
Georgia
$242K -$1.62K -33 -0.7%
40 41
42
43 44