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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,187 hedge funds and large institutions have $28.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 495 increasing their positions, 457 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
Holding in Top 10
89
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.75%
% of All Funds
1.19%
New
99
Increased
495
Reduced
457
Closed
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$971M
3
Corient Private Wealth
Corient Private Wealth
Florida
$363M
4
SEI Investments
SEI Investments
Pennsylvania
$647M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$177M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.21B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$13.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.03B
4
UBS Group
UBS Group
Switzerland
$181M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1226
Conservest Capital Advisors
Pennsylvania
– -$511K -10,300 Closed
RSWA
1227
Robinson Smith Wealth Advisors
Maine
– -$498K -10,034 Closed
TCG
1228
Transcendent Capital Group
Oklahoma
– -$496K -10,002 Closed
Fiera Capital (Canada)
1229
Fiera Capital (Canada)
Quebec, Canada
– -$471K -9,500 Closed
ABC
1230
Associated Banc-Corp
Wisconsin
– -$458K -9,233 Closed
PCIG
1231
Partners Capital Investment Group
Massachusetts
– -$454K -9,157 Closed
CW
1232
Code Waechter
Florida
– -$449K -9,042 Closed
WG
1233
Wealth Group
North Carolina
– -$440K -8,859 Closed
PFA
1234
Pathway Financial Advisors
Vermont
– -$415K -8,366 Closed
HIC
1235
Holderness Investments Company
North Carolina
– -$409K -8,233 Closed
SPFA
1236
Summit Place Financial Advisors
New Jersey
– -$378K -7,625 Closed
VBFP
1237
Valtinson Bruner Financial Planning
Minnesota
– -$365K -7,359 Closed
ACM
1238
Advisors Capital Management
New Jersey
– -$353K -7,122 Closed
SA
1239
Sovran Advisors
California
– -$344K -7,070 Closed
MFWP
1240
Mosaic Family Wealth Partners
Missouri
– -$350K -7,062 Closed
EWA
1241
ERTS Wealth Advisors
Michigan
– -$350K -7,059 Closed
RPSA
1242
Richard P. Slaughter Associates
Texas
– -$341K -6,871 Closed
FC
1243
Financial Council
Maryland
– -$338K -6,818 Closed
CPBTD
1244
Central Pacific Bank - Trust Division
Hawaii
– -$337K -6,793 Closed
MCM
1245
MidAtlantic Capital Management
Virginia
– -$313K -6,304 Closed
TNA
1246
True North Advisors
Texas
– -$303K -6,112 Closed
SWA
1247
Stratos Wealth Advisors
Ohio
– -$301K -6,059 Closed
WA
1248
Wealthstream Advisors
New York
– -$298K -5,996 Closed
XF
1249
XML Financial
Maryland
– -$294K -5,926 Closed
GWP
1250
Gateway Wealth Partners
Wisconsin
– -$292K -5,893 Closed
48 49
50
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