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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 101 closing their positions.

Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.93%
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
101
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M

Top Buyers

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

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$1.21B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$13.3M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.03B
4
UBS Group
4
UBS Group
Switzerland
$181M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
201
RTD Financial Advisors
Pennsylvania
$9.59M +$1.06M +21,538 +12%
TFA
202
Trinity Financial Advisors
Ohio
$9.58M +$2.18M +44,520 +30%
PWS
203
Physician Wealth Solutions
Nevada
$9.55M -$4.08M -83,256 -30%
JAA
204
Joel Adams & Associates
North Carolina
$9.53M -$1.12M -22,798 -10%
BOPW
205
Brandywine Oak Private Wealth
Pennsylvania
$9.41M +$4.2M +85,587 +81%
AIM
206
AMI Investment Management
Indiana
$9.31M +$959K +19,567 +11%
FCM
207
Firestone Capital Management
Florida
$9.19M -$121K -2,466 -1%
JSA
208
Jacobson & Schmitt Advisors
Wisconsin
$9.1M -$92.5K -1,886 -1%
ATPW
209
Ashton Thomas Private Wealth
Arizona
$9.06M +$4.04M +82,402 +80%
FFM
210
Forum Financial Management
Illinois
$9.06M +$6.24M +127,213 +221%
SI
211
Seeds Investor
New York
$9.04M +$2.8M +57,042 +45%
CT
212
Coastline Trust
Rhode Island
$9.01M -$855K -17,434 -9%
VFP
213
Verus Financial Partners
Virginia
$8.93M -$3.92M -80,112 -31%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$8.9M +$1.75M +35,725 +25%
LAM
215
L2 Asset Management
Massachusetts
$8.89M +$32K +652 +0.4%
SPIA
216
Steward Partners Investment Advisory
New York
$8.87M -$345K -7,030 -4%
SPC
217
Spirepoint Private Client
Florida
$8.85M -$353K -7,191 -4%
MFA
218
Mayflower Financial Advisors
Massachusetts
$8.8M +$3.48M +70,904 +65%
CFA
219
Capstone Financial Advisors
Illinois
$8.8M +$4.38M +89,365 +99%
MNBTD
220
Moody National Bank Trust Division
Texas
$8.77M +$2.49M +50,782 +40%
CC
221
Capstone Capital
Nevada
$8.76M +$149K +3,034 +2%
KPWS
222
Kestra Private Wealth Services
Texas
$8.69M +$1.51M +30,869 +21%
QWM
223
Quaker Wealth Management
New Jersey
$8.59M +$8.59M +175,137 New
AFG
224
Altiora Financial Group
Ohio
$8.54M +$15.8K +323 +0.2%
Jane Street
225
Jane Street
New York
$8.43M +$8.43M +171,925 New
7 8
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