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Vanguard Tax-Exempt Bond Index Fund

1,230 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 533 increasing their positions, 439 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $2.8M

63% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 63

21% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 439

2% more funds holding

Funds holding: 1,2071,230 (+23)

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$971M)

4.8% less ownership

Funds ownership: 78.1%73.3% (-4.8%)

15% less funds holding in top 10

Funds holding in top 10: 9177 (-14)

Holders
1,230
Holders Change
+23
Holders Change %
+1.91%
% of All Funds
16.14%
Holding in Top 10
77
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-15.38%
% of All Funds
1.01%
New
103
Increased
533
Reduced
439
Closed
63
Calls
$14.1M
Puts
$2.8M
Net Calls
+$11.3M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.96B -$440M -8,958,267 -8%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.79B +$28.6M +580,997 +2%
Creative Planning
3
Creative Planning
Kansas
$1.31B -$36.9M -750,534 -3%
Charles Schwab
4
Charles Schwab
California
$1.2B -$32.5M -660,380 -3%
Morgan Stanley
5
Morgan Stanley
New York
$1.15B -$15.5M -315,379 -1%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.11B +$66.2M +1,347,394 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$1.11B +$19M +386,204 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.02B +$26.2M +532,968 +3%
Northern Trust
9
Northern Trust
Illinois
$775M -$4.41M -89,692 -0.6%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$714M +$88.5M +1,799,750 +14%
SEI Investments
11
SEI Investments
Pennsylvania
$694M +$32.2M +654,293 +5%
Wells Fargo
12
Wells Fargo
California
$651M +$60.5M +1,231,617 +10%
Bank of America
13
Bank of America
North Carolina
$537M +$49.4M +1,005,910 +10%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$480M +$157M +3,187,040 +50%
LPL Financial
15
LPL Financial
California
$375M +$53.4M +1,087,157 +17%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$348M +$341M +6,943,100 New
Betterment LLC
17
Betterment LLC
New York
$329M +$299M +6,090,513 +1,261%
Franklin Resources
18
Franklin Resources
California
$305M -$38.7M -787,493 -11%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$285M +$65M +1,321,585 +30%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$269M +$15.8M +320,611 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$233M -$211M -4,302,909 -48%
Cerity Partners
22
Cerity Partners
New York
$211M +$3.06M +62,340 +2%
AL
23
Aspiriant LLC
California
$207M -$33.9M -689,571 -14%
RWP
24
RWA Wealth Partners
Massachusetts
$192M +$9.96M +202,642 +6%
Vanguard Group
25
Vanguard Group
Pennsylvania
$187M +$28.8M +585,416 +19%

VTEB Hedge Fund Activity: Q3 2025 in Review

1,230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q3 2025, worth a combined $28.9B — up 3.5% from $28B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTEB positions and 63 closed out — a net gain of 40 holders — while 533 added to existing stakes and 439 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $341M. The largest seller was JP Morgan Chase, cutting an estimated $440M.

  • 1,230 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q3 2025, up from 1,207 in Q2 2025.
  • Funds reported $28.9B of Vanguard Tax-Exempt Bond Index Fund stock for Q3 2025, up 3.5% quarter-over-quarter.
  • 103 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q3 2025 and 63 closed out, a net change of +40 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q3 2025 was Wellington Management Group, an estimated $341M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q3 2025 was JP Morgan Chase, an estimated $440M sold.

Based on aggregated 13F filings for Q3 2025.