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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,097 hedge funds and large institutions have $25.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 546 increasing their positions, 311 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.13%
New
94
Increased
546
Reduced
311
Closed
58
Calls
$2.02M
Puts
$4.38M
Net Calls
-$2.36M
Net Calls Change
-$2.33M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$216M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$80.3M
3
Charles Schwab
Charles Schwab
California
+$51.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$49M
5
Northern Trust
Northern Trust
Illinois
+$47.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
2
SW
Simplicity Wealth
New Jersey
-$70.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$54.2M
4
Jane Street
Jane Street
New York
-$49.5M
5
Creative Planning
Creative Planning
Kansas
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
226
Atomi Financial Group
New York
$7.61M +$1.51M +29,540 +25%
RA
227
Riversedge Advisors
Delaware
$7.57M -$215K -4,205 -3%
OAP
228
One Advisory Partners
Kansas
$7.55M -$207K -4,043 -3%
SPIA
229
Steward Partners Investment Advisory
New York
$7.52M +$3.36M +65,787 +81%
GVAG
230
Great Valley Advisor Group
Delaware
$7.38M +$367K +7,182 +5%
NDSI
231
Newman Dignan & Sheerar Inc
Rhode Island
$7.36M +$1.63M +32,342 +28%
FWM
232
ForthRight Wealth Management
Georgia
$7.35M +$18.9K +369 +0.3%
IAN
233
Integrated Advisors Network
Texas
$7.17M -$368K -7,204 -5%
CFP
234
Cascade Financial Partners
California
$7.1M -$333K -6,600 -4%
JFA
235
JNBA Financial Advisors
Minnesota
$6.89M -$815K -15,945 -11%
HWMG
236
Hurlow Wealth Management Group
Indiana
$6.88M +$586K +11,455 +9%
TFG
237
Tilson Financial Group
New Jersey
$6.85M +$6.85M +134,033 New
KPWS
238
Kestra Private Wealth Services
Texas
$6.77M +$924K +17,554 +16%
EWM
239
Executive Wealth Management
Michigan
$6.75M +$6.75M +132,041 New
BC
240
Bowman & Company
Wisconsin
$6.74M +$154K +3,018 +2%
CA
241
CoreCap Advisors
Michigan
$6.67M +$6.67M +130,503 New
SWM
242
SigFig Wealth Management
California
$6.66M -$2.99M -58,553 -31%
ACA
243
Aptus Capital Advisors
Alabama
$6.64M +$894K +17,484 +16%
BRIA
244
Balanced Rock Investment Advisors
Massachusetts
$6.59M +$73.9K +1,445 +1%
VAF
245
Values Added Financial
District of Columbia
$6.57M +$1.53M +29,964 +30%
PA
246
PFG Advisors
Arizona
$6.56M +$731K +14,300 +13%
BWL
247
Beacon Wealthcare LLC
North Carolina
$6.54M +$769K +15,039 +13%
AW
248
Alaethes Wealth
Nevada
$6.51M +$490K +9,582 +8%
MFG
249
Merit Financial Group
Georgia
$6.41M +$1.51M +29,506 +31%
EH
250
Equitable Holdings
New York
$6.36M +$2.44M +47,755 +62%
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