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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 %
TCM
1076
Traynor Capital Management
Pennsylvania
$221K – – –
VFG
1077
Valley Financial Group
Pennsylvania
$221K +$11.6K +233 +6%
SOS
1078
Silver Oak Securities
Tennessee
$220K +$220K +4,445 New
JFG
1079
JMG Financial Group
Illinois
$218K -$397 -8 -0.2%
IWB
1080
Innovative Wealth Building
Maryland
$217K +$1.14K +23 +0.5%
TNBTD
1081
Trustmark National Bank Trust Department
Mississippi
$217K +$6.05K +122 +3%
GDP
1082
Great Diamond Partners
Maine
$217K – – –
SP
1083
Sequent Planning
Nebraska
$216K – – –
FF
1084
Financial Futures
New Jersey
$216K +$216K +4,345 New
UPS
1085
UHLMANN PRICE SECURITIES
Illinois
$214K +$1.09K +22 +0.5%
LI
1086
LRI Investments
Florida
$213K +$16.8K +338 +9%
CA
1087
Crewe Advisors
Utah
$212K – – –
BIA
1088
Bell Investment Advisors
California
$212K -$154K -3,110 -42%
XPN
1089
XY Planning Network
Montana
$212K -$4.02K -81 -2%
CCC
1090
Compass Capital Corp
Massachusetts
$211K -$49.9K -1,032 -19%
NLWP
1091
Next Level Wealth Planning
Idaho
$211K +$211K +4,243 New
CCM
1092
Colorado Capital Management
Colorado
$209K +$209K +4,203 New
SL
1093
SWMG LLC
Texas
$206K -$30.5K -625 -13%
AFG
1094
Albion Financial Group
Utah
$203K – – –
HWM
1095
Howard Wealth Management
Connecticut
$202K -$5.41K -109 -3%
GWMR
1096
GC Wealth Management RIA
Massachusetts
$202K -$400K -8,065 -67%
SNB
1097
Security National Bank
Nebraska
$201K +$194K +3,918 +2,799%
YIA
1098
YHB Investment Advisors
Connecticut
$200K +$200K +4,036 New
OWP
1099
ORG Wealth Partners
Texas
$199K -$65.9K -1,326 -25%
FP
1100
Financial Perspectives
Minnesota
$182K – – –
42 43
44
45 46