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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 %
FT
201
Fiduciary Trust
Massachusetts
$9.49M -$436K -8,791 -4%
HWA
202
Hilltop Wealth Advisors
North Carolina
$9.46M -$13M -261,619 -58%
FCM
203
Firestone Capital Management
Florida
$9.42M -$19.7K -397 -0.2%
SPIA
204
Steward Partners Investment Advisory
New York
$9.33M +$760K +15,325 +9%
SPC
205
Spirepoint Private Client
Florida
$9.32M -$1.08M -21,779 -10%
JSA
206
Jacobson & Schmitt Advisors
Wisconsin
$9.3M +$168K +3,378 +2%
SB
207
Strategic Blueprint
Georgia
$9.15M +$874K +17,607 +11%
TCBWMS
208
Texas Capital Bank Wealth Management Services
Texas
$9.12M -$593K -11,959 -6%
WAG
209
Winthrop Advisory Group
Massachusetts
$9.09M +$8.1M +163,216 +817%
CF
210
Corrigan Financial
Rhode Island
$9.05M +$183K +3,680 +2%
LAM
211
L2 Asset Management
Massachusetts
$8.97M +$116K +2,342 +1%
ACA
212
Aptus Capital Advisors
Alabama
$8.92M -$693K -13,968 -7%
SWP
213
Stratos Wealth Partners
Ohio
$8.9M +$297K +5,994 +3%
MCFP
214
Mallini Complete Financial Planning
Florida
$8.82M +$337K +6,783 +4%
CA
215
CoreCap Advisors
Michigan
$8.76M +$1.19M +23,993 +16%
BCM
216
Blume Capital Management
California
$8.73M -$313K -6,300 -3%
CC
217
Capstone Capital
Nevada
$8.72M +$232K +4,681 +3%
RFA
218
RTD Financial Advisors
Pennsylvania
$8.63M -$103K -2,074 -1%
AFG
219
Altiora Financial Group
Ohio
$8.63M +$741K +14,927 +9%
UB
220
UMB Bank
Missouri
$8.62M -$5.26M -105,947 -38%
APP
221
Avantax Planning Partners
Iowa
$8.57M -$311K -6,277 -4%
AIM
222
AMI Investment Management
Indiana
$8.45M +$117K +2,356 +1%
AAS
223
Avantax Advisory Services
Texas
$8.39M -$768K -15,479 -8%
VFA
224
Valeo Financial Advisors
Indiana
$8.25M -$399K -8,046 -5%
AWM
225
Aprio Wealth Management
Georgia
$8.19M +$1.92M +38,665 +31%
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