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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 %
AT
1101
Arlington Trust
Alabama
$166K – – –
VCM
1102
Versant Capital Management
Arizona
$165K +$595 +12 +0.4%
HI
1103
Hendershot Investments
Virginia
$164K – – –
WT
1104
Whittier Trust
California
$164K – – –
LFA
1105
LGT Financial Advisors
Texas
$164K +$65.4K +1,317 +66%
SIM
1106
Synergy Investment Management
Florida
$163K -$2.88K -58 -2%
BI
1107
Binnacle Investments
Iowa
$163K +$163K +3,284 New
SWC
1108
Spectrum Wealth Counsel
Indiana
$158K – – –
VWWMG
1109
Vermillion & White Wealth Management Group
Pennsylvania
$154K +$110K +2,224 +251%
SSB
1110
Sandy Spring Bank
Maryland
$152K +$1.19K +24 +0.8%
AA
1111
Addison Advisors
Vermont
$152K -$14.6K -295 -9%
IAS
1112
IMA Advisory Services
Colorado
$148K +$148K +2,992 New
1L
1113
10Elms LLP
Oklahoma
$140K +$140K +2,830 New
FNWA
1114
Financial Network Wealth Advisors
Utah
$140K – – –
MA
1115
Montag & Associates
Georgia
$134K -$75.2K -1,515 -36%
CTC
1116
Central Trust Company
Missouri
$130K +$16.7K +337 +15%
WWM
1117
Woodside Wealth Management
Massachusetts
$126K +$126K +2,532 New
DFA
1118
DHJJ Financial Advisors
Illinois
$118K -$342K -6,897 -74%
TFGT
1119
TS Financial Group (TSFG)
Illinois
$116K +$26.7K +539 +30%
CB
1120
Centennial Bank
Arkansas
$116K -$248K -5,000 -68%
DI
1121
DAGCO Inc
Ohio
$116K +$116K +2,329 New
JFGIW
1122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K – – –
CCM
1123
Coldstream Capital Management
Washington
$100K +$100K +2,020 New
PW
1124
Pandora Wealth
Illinois
$99.2K +$99.2K +2,000 New
RWS
1125
Retirement Wealth Solutions
Wisconsin
$99.2K +$546 +11 +0.6%
43 44
45
46 47