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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.

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
1
Morgan Stanley
New York
$1.14B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$212M
3
FWI
3
Facet Wealth Inc
Maryland
$112M
4
Creative Planning
4
Creative Planning
Kansas
$1.3B
5
GC
5
Garde Capital
Washington
$47.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$608M
2
Charles Schwab
2
Charles Schwab
California
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$426M
4
MAS
4
Meeder Advisory Services
Ohio
$2.77M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.14B
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.83B 77,274,465 -1,421,174 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.71B 34,497,385 +857,098 +3%
Charles Schwab
3
Charles Schwab
California
$1.53B 30,889,723 -1,786,573 -5%
Creative Planning
4
Creative Planning
Kansas
$1.3B 26,149,018 +1,018,135 +4%
Morgan Stanley
5
Morgan Stanley
New York
$1.14B 23,002,421 +9,156,432 +66%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.14B 22,920,470 -1,568,227 -6%
Raymond James Financial
7
Raymond James Financial
Florida
$1.08B 21,689,998 +912,969 +4%
Northern Trust
8
Northern Trust
Illinois
$799M 16,099,226 -1 -0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$624M 12,580,231 -741,912 -6%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$608M 12,247,868 -3,285,272 -21%
Wells Fargo
11
Wells Fargo
California
$578M 11,645,028 -443,339 -4%
Bank of America
12
Bank of America
North Carolina
$510M 10,280,709 +368,075 +4%
SEI Investments
13
SEI Investments
Pennsylvania
$502M 10,110,371 +573,662 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$426M 8,594,409 -1,613,124 -16%
Franklin Resources
15
Franklin Resources
California
$351M 7,068,693 +326,372 +5%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$313M 6,311,011 +436,747 +7%
LPL Financial
17
LPL Financial
California
$296M 5,957,028 +545,244 +10%
AL
18
Aspiriant LLC
California
$260M 5,235,595 +65,231 +1%
UBS Group
19
UBS Group
Switzerland
$259M 5,227,304 -121,845 -2%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$230M 4,630,555 +792,628 +21%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$212M 4,274,400 +2,045,800 +92%
Cerity Partners
22
Cerity Partners
New York
$204M 4,109,767 +110,937 +3%
Corient Private Wealth
23
Corient Private Wealth
Florida
$196M 3,946,116 +139,131 +4%
Vanguard Group
24
Vanguard Group
Pennsylvania
$187M 3,770,215 +270,058 +8%
US Bancorp
25
US Bancorp
Minnesota
$177M 3,565,817 -17,884 -0.5%
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