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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,079 hedge funds and large institutions have $24.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 483 increasing their positions, 329 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+30
Holders Change %
+2.86%
% of All Funds
15.69%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.19%
New
110
Increased
483
Reduced
329
Closed
67
Calls
$1.06M
Puts
$1.09M
Net Calls
-$30K
Net Calls Change
+$3.01M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.53B
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$122M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$80.7M
4
Northern Trust
Northern Trust
Illinois
+$70.6M
5
Creative Planning
Creative Planning
Kansas
+$39.9M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$189M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$145M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$114M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.8M
5
HDIM
Hanson & Doremus Investment Management
Vermont
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
ForthRight Wealth Management
Georgia
$7.19M +$565K +11,269 +9%
SF
227
Summit Financial
New Jersey
$7.13M +$5.7M +113,750 +398%
GVAG
228
Great Valley Advisor Group
Delaware
$6.87M +$704K +14,054 +11%
GWS
229
Glassman Wealth Services
Virginia
$6.51M -$115K -2,285 -2%
BC
230
Bowman & Company
Wisconsin
$6.45M +$48.6K +969 +0.8%
BRIA
231
Balanced Rock Investment Advisors
Massachusetts
$6.39M -$487K -9,710 -7%
LNWTC
232
Laird Norton Wetherby Trust Company
Washington
$6.32M – – –
EC
233
Elequin Capital
New York
$6.3M +$6.3M +125,739 New
VBFG
234
Vishria Bird Financial Group
Tennessee
$6.25M – – –
ML
235
McAdam LLC
Pennsylvania
$6.22M -$112K -2,228 -2%
Luther King Capital Management (LKCM)
236
Luther King Capital Management (LKCM)
Texas
$6.21M -$6.21M – –
HWMG
237
Hurlow Wealth Management Group
Indiana
$6.17M +$472K +9,417 +8%
BA
238
Bristlecone Advisors
Washington
$6.15M +$426K +8,498 +7%
SC
239
Schiavi & Co
Delaware
$6.1M +$456K +9,099 +8%
WFA
240
Websterrogers Financial Advisors
South Carolina
$6.09M +$34.3K +684 +0.6%
AllianceBernstein
241
AllianceBernstein
Tennessee
$6.09M +$6.09M +121,548 New
CHA
242
Cooper/Haims Advisors
New York
$6.03M +$111K +2,209 +2%
AFG
243
Atomi Financial Group
New York
$5.98M +$1.75M +34,908 +41%
AW
244
Alaethes Wealth
Nevada
$5.9M +$1.11M +22,058 +23%
TPCW
245
TD Private Client Wealth
New York
$5.88M +$305K +6,086 +5%
William Blair & Company
246
William Blair & Company
Illinois
$5.88M -$262K -5,230 -4%
DAS
247
Dynamic Advisor Solutions
Arizona
$5.81M +$117K +2,329 +2%
DWT
248
Dorsey & Whitney Trust
South Dakota
$5.73M +$982K +19,601 +21%
PA
249
PFG Advisors
Arizona
$5.72M +$78.6K +1,569 +1%
TFP
250
Traction Financial Partners
Wyoming
$5.71M -$76.6K -1,512 -1%
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