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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 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
-19
Holders Change %
-1.58%
% of All Funds
15.92%
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
102
Calls
$6.08M
Puts
$3.08M
Net Calls
+$3M
Net Calls Change
+$31.9M

Top Buyers

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.21B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$13.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.03B
4
UBS Group
UBS Group
Switzerland
$181M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.3B +$1.51B +30,774,028 +40%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.72B +$32.8M +669,274 +2%
Creative Planning
3
Creative Planning
Kansas
$1.32B +$34.5M +702,763 +3%
Charles Schwab
4
Charles Schwab
California
$1.21B -$305M -6,228,131 -20%
Morgan Stanley
5
Morgan Stanley
New York
$1.14B +$15.3M +312,466 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$1.07B +$6.92M +141,078 +0.7%
Wealthfront Advisers
7
Wealthfront Advisers
California
$1.03B -$98.2M -2,003,754 -9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$971M +$354M +7,215,017 +57%
Northern Trust
9
Northern Trust
Illinois
$763M -$26M -530,349 -3%
SEI Investments
10
SEI Investments
Pennsylvania
$647M +$152M +3,094,388 +31%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$611M +$10.2M +207,882 +2%
Wells Fargo
12
Wells Fargo
California
$577M +$5.81M +118,510 +1%
Bank of America
13
Bank of America
North Carolina
$476M -$28M -570,193 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$439M +$18.1M +368,696 +4%
Corient Private Wealth
15
Corient Private Wealth
Florida
$363M +$170M +3,458,654 +88%
Franklin Resources
16
Franklin Resources
California
$337M -$9.68M -197,395 -3%
LPL Financial
17
LPL Financial
California
$314M +$22.2M +453,473 +8%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$314M +$4.58M +93,349 +1%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$247M +$20.4M +415,704 +9%
AL
20
Aspiriant LLC
California
$236M -$20.7M -421,789 -8%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$215M +$41.8M +852,639 +24%
Cerity Partners
22
Cerity Partners
New York
$204M +$2.1M +42,877 +1%
US Bancorp
23
US Bancorp
Minnesota
$193M +$18.5M +377,275 +11%
UBS Group
24
UBS Group
Switzerland
$181M -$74.9M -1,527,885 -29%
RWP
25
RWA Wealth Partners
Massachusetts
$178M +$10.1M +205,063 +6%
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