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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 106 funds opening new positions, 501 increasing their positions, 439 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,206
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
16.39%
Holding in Top 10
102
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.99%
% of All Funds
1.39%
New
106
Increased
501
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
$1.14B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$212M
3
FWI
Facet Wealth Inc
Maryland
$112M
4
Creative Planning
Creative Planning
Kansas
$1.3B
5
GC
Garde Capital
Washington
$47.2M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$608M
2
Charles Schwab
Charles Schwab
California
$1.53B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$426M
4
MAS
Meeder Advisory Services
Ohio
$2.77M
5
Wealthfront Advisers
Wealthfront Advisers
California
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
1226
Almanack Investment Partners
Pennsylvania
– -$1.6M -31,861 Closed
CCG
1227
Catalina Capital Group
California
– -$1.16M -23,090 Closed
RFS
1228
Richardson Financial Services
Massachusetts
– -$948K -18,920 Closed
LP
1229
LGL Partners
Pennsylvania
– -$884K -17,641 Closed
Qube Research & Technologies (QRT)
1230
Qube Research & Technologies (QRT)
United Kingdom
– -$864K -17,239 Closed
WWA
1231
Wingate Wealth Advisors
Massachusetts
– -$833K -16,624 Closed
SF
1232
SageOak Financial
Oklahoma
– -$812K -16,191 Closed
AF
1233
Aldebaran Financial
– -$812K -16,188 Closed
CFGS
1234
Concourse Financial Group Securities
Alabama
– -$794K -15,874 Closed
DC
1235
Dahring Cusmano
Michigan
– -$741K -14,784 Closed
SEM
1236
Strategic Equity Management
Arizona
– -$721K -14,387 Closed
FIB
1237
First Interstate Bank
Montana
– -$720K -14,355 Closed
EWS
1238
Eagle Wealth Strategies
New Jersey
– -$703K -14,025 Closed
BWA
1239
BlueChip Wealth Advisors
Georgia
– -$667K -13,305 Closed
CAC
1240
Certified Advisory Corp
Florida
– -$665K -13,266 Closed
Jane Street
1241
Jane Street
New York
– -$588K -11,724 Closed
MWA
1242
Merkkuri Wealth Advisors
New York
– -$579K -11,558 Closed
GIA
1243
Goodwin Investment Advisory
Georgia
– -$548K -10,932 Closed
GSAM
1244
Grant Street Asset Management
Pennsylvania
– -$516K -10,291 Closed
EFP
1245
Elser Financial Planning
Indiana
– -$418K -8,347 Closed
DPI
1246
Diversified Portfolios Inc
Michigan
– -$409K -8,150 Closed
EWM
1247
Empirical Wealth Management
Washington
– -$399K -7,967 Closed
SWM
1248
Seaside Wealth Management
California
– -$379K -7,553 Closed
OBWG
1249
Onyx Bridge Wealth Group
New York
– -$375K -7,473 Closed
AIA
1250
Accelerate Investment Advisors
California
– -$374K -7,468 Closed
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