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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 %
BSSFA
151
Baron Silver Stevens Financial Advisors
Florida
$14.2M -$1.08M -21,682 -7%
Lido Advisors
152
Lido Advisors
California
$14.1M -$3.63M -73,138 -20%
GBT
153
Grove Bank & Trust
Florida
$14M +$215K +4,337 +2%
PWS
154
Physician Wealth Solutions
Nevada
$13.8M -$506K -10,194 -4%
RFP
155
Roth Financial Partners
Texas
$13.8M +$23.7K +477 +0.2%
KGP
156
Keystone Global Partners
Colorado
$13.7M +$13.7M +276,604 New
DP
157
Divergent Planning
Maryland
$13.7M +$515K +10,343 +4%
Renaissance Technologies
158
Renaissance Technologies
New York
$13.6M -$10.9M -219,300 -44%
BF
159
Brooklyn FI
New York
$13.6M +$942K +20,165 +7%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$13.6M +$8.07M +162,680 +145%
SPP
161
Single Point Partners
Massachusetts
$13M +$1.3M +26,299 +11%
RA
162
Riversedge Advisors
Delaware
$12.9M +$5.6M +112,866 +77%
EAM
163
Evanson Asset Management
California
$12.8M -$580K -11,691 -4%
CPA
164
Cardiff Park Advisors
California
$12.8M -$6.45K -130 -0.1%
VFP
165
Verus Financial Partners
Virginia
$12.8M +$1.22M +25,084 +11%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$12.7M -$809K -16,310 -6%
PWM
167
Perigon Wealth Management
California
$12.6M -$389K -7,848 -3%
TC
168
Tenret Company
Florida
$12.5M +$2.05M +41,225 +20%
P
169
&Partners
Tennessee
$12.3M +$1.19M +24,086 +11%
AFG
170
Atomi Financial Group
New York
$12.3M +$2.14M +43,173 +21%
HCM
171
Hengehold Capital Management
Ohio
$12.2M -$3.84M -77,292 -24%
SA
172
Stewardship Advisors
Pennsylvania
$12.1M +$1.26M +25,357 +12%
HP
173
HT Partners
Connecticut
$12M +$1.03M +20,703 +9%
PP
174
PDS Planning
Ohio
$11.7M +$89.7K +1,807 +0.8%
LRIA
175
Leonard Rickey Investment Advisors
Washington
$11.6M -$1.59M -32,806 -12%
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