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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 %
LRWA
1251
Long Run Wealth Advisors
New York
– -$358K -7,148 Closed
WA
1252
Wambolt & Associates
Colorado
– -$356K -7,100 Closed
WPW
1253
Warther Private Wealth
Ohio
– -$349K -6,961 Closed
VC
1254
Veracity Capital
Georgia
– -$345K -6,886 Closed
CAM
1255
Concorde Asset Management
Michigan
– -$334K -6,657 Closed
ST
1256
Sabal Trust
Florida
– -$301K -6,005 Closed
SFS
1257
Sharp Financial Services
Pennsylvania
– -$296K -5,900 Closed
SAW
1258
Signal Advisors Wealth
Michigan
– -$278K -5,545 Closed
AUB
1259
Atlantic Union Bankshares
Virginia
– -$278K -5,542 Closed
AWA
1260
Archvest Wealth Advisors
California
– -$273K -5,450 Closed
OFS
1261
OneAscent Financial Services
Alabama
– -$260K -5,192 Closed
BAG
1262
Bridgewealth Advisory Group
California
– -$246K -4,914 Closed
LSC
1263
Logan Stone Capital
Illinois
– -$228K -4,550 Closed
WRPWM
1264
Werba Rubin Papier Wealth Management
California
– -$228K -4,539 Closed
MCCA
1265
Mill Creek Capital Advisors
Pennsylvania
– -$225K -4,496 Closed
CWA
1266
Canvas Wealth Advisors
Kansas
– -$217K -4,338 Closed
GA
1267
Greenspring Advisors
Maryland
– -$217K -4,332 Closed
AG
1268
AlTi Global
New York
– -$216K -4,315 Closed
SMC
1269
Smith, Moore & Co
Missouri
– -$211K -4,216 Closed
TSS
1270
Two Sigma Securities
New York
– -$211K -4,214 Closed
WC
1271
Waterloo Capital
Texas
– -$210K -4,198 Closed
LBC
1272
Lowe Brockenbrough & Co
Virginia
– -$201K -4,000 Closed
GWSA
1273
Global Wealth Strategies & Associates
Colorado
– -$183K -3,644 Closed
WB
1274
Webster Bank
Connecticut
– -$178K -3,558 Closed
AP
1275
Aspect Partners
Virginia
– -$162K -3,233 Closed
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