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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 %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$11.6M +$1.54M +30,992 +15%
SOAG
177
Silver Oak Advisory Group
Oregon
$11.5M -$326K -6,563 -3%
TFG
178
Tilson Financial Group
New Jersey
$11.4M +$982K +19,794 +9%
ST
179
Smithfield Trust
Pennsylvania
$11.3M +$21.8K +440 +0.2%
SFA
180
Seneca Financial Advisors
New York
$11.3M +$902K +18,187 +9%
SWG
181
Summit Wealth Group
Vermont
$11M +$3.38M +68,096 +44%
PAG
182
Private Advisor Group
New Jersey
$10.9M -$1.08M -21,784 -9%
APC
183
Aspire Private Capital
North Carolina
$10.9M -$7.31M -147,253 -40%
EH
184
Equitable Holdings
New York
$10.9M +$5.66M +114,165 +109%
JAA
185
Joel Adams & Associates
North Carolina
$10.8M -$229K -4,615 -2%
PIFP
186
Partners in Financial Planning
Virginia
$10.8M +$403K +8,118 +4%
CPA
187
Capital Performance Advisors
California
$10.6M +$10.6M +214,413 New
MFG
188
Merit Financial Group
Georgia
$10.6M +$3.91M +78,723 +58%
Natixis Advisors
189
Natixis Advisors
Massachusetts
$10.5M +$1M +20,242 +11%
KWM
190
Keebeck Wealth Management
Illinois
$10.3M +$530K +10,691 +5%
EFP
191
EnRich Financial Partners
Wisconsin
$10.2M +$102K +2,053 +1%
RGC
192
Roberts, Glore & Co
Illinois
$10.2M -$23K -464 -0.2%
CA
193
Clearstead Advisors
Ohio
$10.2M -$1.96M -39,479 -16%
EPM
194
Elm Partners Management
Pennsylvania
$10.1M -$1.25M -25,276 -11%
LWM
195
Level Wealth Management
North Carolina
$10M +$505K +10,186 +5%
CT
196
Coastline Trust
Rhode Island
$9.98M -$201K -4,052 -2%
1WM
197
1900 Wealth Management
Texas
$9.97M +$626K +12,613 +7%
CA
198
CGN Advisors
Kansas
$9.79M -$289K -5,825 -3%
PA
199
PFG Advisors
Arizona
$9.67M +$3.23M +65,130 +50%
2L
200
25 LLC
Missouri
$9.64M +$527K +10,615 +6%
6 7
8
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