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 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 %
CIC
126
Carnegie Investment Counsel
Ohio
$17M +$17M +341,787 New
CFO
127
Colony Family Offices
North Carolina
$16.7M +$2.15M +43,388 +15%
AC
128
Apella Capital
Connecticut
$16.4M +$1.83M +37,789 +13%
UA
129
Unison Advisors
District of Columbia
$16.4M +$364K +7,344 +2%
EA
130
Enclave Advisors
Texas
$16M -$3.84M -77,356 -19%
SP
131
Stairway Partners
Illinois
$15.8M +$96.8K +1,950 +0.6%
TCM
132
Towneley Capital Management
California
$15.8M +$1.09M +22,050 +7%
BCP
133
Blue Chip Partners
Michigan
$15.7M +$32.4K +652 +0.2%
AFG
134
ABLE Financial Group
Arizona
$15.6M +$680K +13,710 +5%
AHC
135
Anderson Hoagland & Co
Missouri
$15.5M +$3.16M +65,454 +26%
CWM
136
Cahaba Wealth Management
Georgia
$15.5M +$480K +9,674 +3%
SFG
137
Stonebridge Financial Group
Pennsylvania
$15.5M +$435K +8,759 +3%
ONB
138
Old National Bancorp
Indiana
$15.4M +$1.4M +28,163 +10%
Deutsche Bank
139
Deutsche Bank
Germany
$15.3M +$867K +17,467 +6%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$15.3M – – –
GAG
141
Goodman Advisory Group
Massachusetts
$15.1M -$1.94M -39,002 -11%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$15.1M +$310K +6,253 +2%
FHA
143
First Horizon Advisors
Tennessee
$15M -$2.5M -50,415 -14%
MLA
144
MB, Levis & Associates
Pennsylvania
$14.9M -$55.6K -1,121 -0.4%
FVWA
145
Foster Victor Wealth Advisors
South Carolina
$14.6M +$1.16K +24 +0%
CAM
146
Clark Asset Management
New Hampshire
$14.5M +$3.46M +69,709 +31%
FM
147
Foster & Motley
Ohio
$14.5M +$1.32M +26,683 +10%
Comerica Bank
148
Comerica Bank
Texas
$14.5M +$3.15M +63,518 +28%
GWM
149
Geneos Wealth Management
Colorado
$14.4M +$10.9M +219,924 +314%
NOI
150
Newton One Investments
Delaware
$14.4M +$347K +6,999 +2%
4 5
6
7 8