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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,210 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
187
Increased
547
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$202M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$110M
4
Franklin Resources
Franklin Resources
California
+$71.2M
5
Charles Schwab
Charles Schwab
California
+$56M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$354M
2
WAG
Winthrop Advisory Group
Massachusetts
-$71.3M
3
MIS
Morningstar Investment Services
Illinois
-$59.5M
4
RWM
Rockwood Wealth Management
Pennsylvania
-$26.9M
5
Lazard Asset Management
Lazard Asset Management
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
226
Valmark Advisers
Ohio
$8.47M +$551K +10,998 +7%
AIM
227
AMI Investment Management
Indiana
$8.42M +$126K +2,513 +2%
XF
228
XML Financial
Maryland
$8.41M +$557K +11,118 +7%
SB
229
Strategic Blueprint
Georgia
$8.36M -$453K -9,046 -5%
SIA
230
Soltis Investment Advisors
Utah
$8.22M -$51.1K -1,020 -0.6%
GWS
231
Glassman Wealth Services
Virginia
$8.1M +$564K +11,249 +7%
FMWA
232
Forvis Mazars Wealth Advisors
Missouri
$8.02M -$792K -15,803 -9%
AFG
233
Altiora Financial Group
Ohio
$7.97M +$18K +360 +0.2%
GVAG
234
Great Valley Advisor Group
Delaware
$7.76M +$523K +10,425 +7%
SWG
235
Summit Wealth Group
Vermont
$7.72M +$3.67M +73,254 +91%
NDSI
236
Newman Dignan & Sheerar Inc
Rhode Island
$7.66M +$331K +6,606 +5%
CA
237
CoreCap Advisors
Michigan
$7.64M +$1.1M +21,976 +17%
OAP
238
One Advisory Partners
Kansas
$7.61M +$199K +3,973 +3%
DWT
239
Dorsey & Whitney Trust
South Dakota
$7.53M +$1.57M +31,276 +26%
TPCW
240
TD Private Client Wealth
New York
$7.5M -$40.3K -803 -0.5%
FWM
241
ForthRight Wealth Management
Georgia
$7.45M +$240K +4,780 +3%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$7.38M -$854K -17,017 -10%
RA
243
Riversedge Advisors
Delaware
$7.35M -$78.9K -1,573 -1%
MIS
244
Morningstar Investment Services
Illinois
$7.3M -$59.5M -1,186,804 -89%
BRIA
245
Balanced Rock Investment Advisors
Massachusetts
$7.3M +$835K +16,659 +13%
KPWS
246
Kestra Private Wealth Services
Texas
$7.13M +$675K +13,458 +10%
HWMG
247
Hurlow Wealth Management Group
Indiana
$7.1M +$353K +7,041 +5%
CFP
248
Cascade Financial Partners
California
$7.02M -$32.1K -640 -0.5%
NL
249
NWAM LLC
Washington
$7.02M +$1.15M +22,931 +20%
EWM
250
Executive Wealth Management
Michigan
$6.95M +$334K +6,672 +5%
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