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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 %
NP
1051
NorthRock Partners
Minnesota
$240K -$4.91K -99 -2%
TC
1052
Trilogy Capital
California
$239K +$239K +4,825 New
CW
1053
Cooksen Wealth
Texas
$239K +$2.08K +41 +0.9%
PHWM
1054
Pine Harbor Wealth Management
Maryland
$239K -$34.6K -698 -13%
HIF
1055
Hill Island Financial
Michigan
$237K -$2.91M -58,646 -92%
KAS
1056
KPP Advisory Services
Kentucky
$236K +$236K +4,764 New
PWM
1057
Penobscot Wealth Management
Maine
$236K -$136K -2,731 -36%
FWM
1058
Fonville Wealth Management
Virginia
$233K +$233K +4,703 New
KCM
1059
Kanawha Capital Management
Virginia
$233K – – –
SPWG
1060
Syntegra Private Wealth Group
Missouri
$232K – – –
WAM
1061
Weatherly Asset Management
California
$231K – – –
MWS
1062
MFA Wealth Services
California
$231K -$64K -1,289 -22%
GAM
1063
Grandview Asset Management
Pennsylvania
$229K -$9.26K -187 -4%
CNC
1064
Citizens & Northern Corp
Pennsylvania
$229K -$39.6K -798 -15%
EMC
1065
Everest Management Corp
California
$228K +$744 +15 +0.3%
AC
1066
Attessa Capital
Arizona
$228K – – –
LNB
1067
Ledyard National Bank
$228K – – –
FS
1068
Financial Symmetry
North Carolina
$227K +$227K +4,569 New
NAMNJ
1069
NorthStar Asset Management (New Jersey)
New Jersey
$227K +$227K +4,567 New
SWM
1070
SeaCrest Wealth Management
New York
$226K -$19.6K -394 -8%
MWM
1071
Mattern Wealth Management
Kansas
$222K – – –
BCM
1072
Becker Capital Management
Oregon
$222K +$222K +4,475 New
KWA
1073
Kingswood Wealth Advisors
California
$222K +$222K +4,468 New
GPI
1074
General Partner Inc
Pennsylvania
$221K – – –
VIA
1075
Vickerman Investment Advisors
Washington
$221K +$221K +4,455 New
41 42
43
44 45