VTEB icon

Vanguard Tax-Exempt Bond Index Fund

1,223 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 529 increasing their positions, 438 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$2.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1126
Abound Wealth Management
Tennessee
$114K
AA
1127
Addison Advisors
Vermont
$111K
DI
1128
DAGCO Inc
Ohio
$103K
RWS
1129
Retirement Wealth Solutions
Wisconsin
$102K
PW
1130
Pandora Wealth
Illinois
$100K
SWA
1131
SOA Wealth Advisors
New York
$99.9K
CYG
1132
Clean Yield Group
Vermont
$98.8K
NMG
1133
New Millennium Group
Utah
$92.2K
BG
1134
Bollard Group
Massachusetts
$92K
TPBG
1135
Turning Point Benefit Group
Maryland
$83.7K
C
1136
Covestor
United Kingdom
$83K
AWM
1137
Activest Wealth Management
Florida
$75.6K
TCM
1138
TruNorth Capital Management
Michigan
$75.1K
LFG
1139
Larson Financial Group
Missouri
$73K
SAM
1140
Smartleaf Asset Management
Massachusetts
$68.7K
LFA
1141
LGT Financial Advisors
Texas
$68.6K
PWA
1142
Physician Wealth Advisors
Utah
$67.1K
Simplex Trading
1143
Simplex Trading
Illinois
$67K
HWA
1144
Heritage Wealth Advisors
Virginia
$66.9K
CIR
1145
Clear Investment Research
Georgia
$61.1K
T
1146
Transce3nd
Texas
$57.4K
MEG
1147
Millstone Evans Group
Colorado
$57K
National Bank of Canada
1148
National Bank of Canada
Quebec, Canada
$55.5K
FDW
1149
Fourth Dimension Wealth
Ohio
$55.1K
FMII
1150
Farmers & Merchants Investments Inc
Nebraska
$54.1K