VTEB icon

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 %
SIS
1201
Sound Income Strategies
Florida
$3.33K – – –
RIL
1202
Rothschild Investment LLC
Illinois
$3.16K +$49 +1 +2%
BGWM
1203
Bridge Generations Wealth Management
Florida
$2.04K -$1.14K -23 -36%
IWM
1204
Inlight Wealth Management
Georgia
$1.64K +$1.64K +33 New
BIG
1205
Brooklyn Investment Group
New York
$1.4K +$1.4K +29 New
CWP
1206
Concord Wealth Partners
Virginia
$1.19K +$1.19K +24 New
BBPWM
1207
Blue Bell Private Wealth Management
Pennsylvania
$1.09K -$132K -2,650 -99%
NL
1208
NVWM LLC
Pennsylvania
$794 +$794 +16 New
AIC
1209
Archer Investment Corporation
Indiana
$538 – – –
HFS
1210
Hughes Financial Services
Virginia
$50 +$50 +1 New
Citadel Advisors
1211
Citadel Advisors
Florida
– -$11.9M -237,625 Closed
OPAM
1212
Ocean Park Asset Management
California
– -$6.35M -126,600 Closed
AllianceBernstein
1213
AllianceBernstein
Tennessee
– -$4.85M -96,744 Closed
PPWP
1214
Proquility Private Wealth Partners
Nevada
– -$4.33M -86,432 Closed
AWM
1215
Apex Wealth Management
New Hampshire
– -$3.18M -63,427 Closed
HGA
1216
Hobbs Group Advisors
South Carolina
– -$3.07M -61,282 Closed
SSA
1217
Schonfeld Strategic Advisors
New York
– -$2.93M -58,441 Closed
HH
1218
Hilltop Holdings
Texas
– -$2.48M -49,418 Closed
KMWM
1219
Keudell/Morrison Wealth Management
Oregon
– -$2.35M -46,838 Closed
BCM
1220
BTC Capital Management
Iowa
– -$2.21M -44,151 Closed
HIM
1221
Hanlon Investment Management
New Jersey
– -$2.21M -43,990 Closed
GS
1222
GTS Securities
New York
– -$1.95M -38,861 Closed
SIC
1223
SJS Investment Consulting
Ohio
– -$1.94M -38,706 Closed
EB
1224
Emprise Bank
Kansas
– -$1.82M -36,215 Closed
DWM
1225
Drive Wealth Management
Utah
– -$1.67M -33,402 Closed
47 48
49
50 51