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Vanguard Tax-Exempt Bond Index Fund

1,216 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, 506 increasing their positions, 443 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 91

14% more repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 443

1% more funds holding in top 10

Funds holding in top 10: 103104 (+1)

0.22% more ownership

Funds ownership: 74.39%74.61% (+0.22%)

0% more capital invested

Capital invested by funds: $26.5B → $26.5B (+$36.4M)

0% less funds holding

Funds holding: 1,2211,216 (-5)

97% less call options, than puts

Call options by funds: $844K | Put options by funds: $29.7M

Holders
1,216
Holders Change
-5
Holders Change %
-0.41%
% of All Funds
16.3%
Holding in Top 10
104
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.97%
% of All Funds
1.39%
New
105
Increased
506
Reduced
443
Closed
91
Calls
$844K
Puts
$29.7M
Net Calls
-$28.9M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.83B -$71.1M -1,421,174 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.71B +$42.9M +857,098 +3%
Charles Schwab
3
Charles Schwab
California
$1.53B -$89.4M -1,786,573 -5%
Creative Planning
4
Creative Planning
Kansas
$1.3B +$50.9M +1,018,135 +4%
Morgan Stanley
5
Morgan Stanley
New York
$1.14B +$458M +9,156,432 +66%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.14B -$78.5M -1,568,227 -6%
Raymond James Financial
7
Raymond James Financial
Florida
$1.08B +$45.7M +912,969 +4%
Northern Trust
8
Northern Trust
Illinois
$799M -$50 -1 -0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$624M -$37.1M -741,912 -6%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$608M -$164M -3,285,272 -21%
Wells Fargo
11
Wells Fargo
California
$578M -$22.2M -443,339 -4%
Bank of America
12
Bank of America
North Carolina
$510M +$18.4M +368,075 +4%
SEI Investments
13
SEI Investments
Pennsylvania
$502M +$28.7M +573,662 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$426M -$80.7M -1,613,124 -16%
Franklin Resources
15
Franklin Resources
California
$351M +$16.3M +326,372 +5%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$313M +$21.9M +436,747 +7%
LPL Financial
17
LPL Financial
California
$296M +$27.3M +545,244 +10%
AL
18
Aspiriant LLC
California
$260M +$3.26M +65,231 +1%
UBS Group
19
UBS Group
Switzerland
$259M -$6.1M -121,845 -2%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$230M +$39.7M +792,628 +21%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$212M +$102M +2,045,800 +92%
Cerity Partners
22
Cerity Partners
New York
$204M +$5.55M +110,937 +3%
Corient Private Wealth
23
Corient Private Wealth
Florida
$196M +$6.96M +139,131 +4%
Vanguard Group
24
Vanguard Group
Pennsylvania
$187M +$13.5M +270,058 +8%
US Bancorp
25
US Bancorp
Minnesota
$177M -$895K -17,884 -0.5%

VTEB Hedge Fund Activity: Q1 2025 in Review

1,216 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q1 2025, worth a combined $26.5B — up 0.14% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new VTEB positions and 91 closed out — a net gain of 14 holders — while 506 added to existing stakes and 443 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $458M. The largest seller was TIAA Trust, National Association, cutting an estimated $164M.

  • 1,216 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q1 2025, down from 1,221 in Q4 2024.
  • Funds reported $26.5B of Vanguard Tax-Exempt Bond Index Fund stock for Q1 2025, up 0.14% quarter-over-quarter.
  • 105 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q1 2025 and 91 closed out, a net change of +14 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q1 2025 was Morgan Stanley, an estimated $458M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q1 2025 was TIAA Trust, National Association, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2025.