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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 %
WFA
251
Websterrogers Financial Advisors
South Carolina
$6.95M +$919K +18,341 +15%
BWL
252
Beacon Wealthcare LLC
North Carolina
$6.92M +$498K +9,943 +8%
Citigroup
253
Citigroup
New York
$6.89M +$2.33M +46,392 +51%
SWM
254
SigFig Wealth Management
California
$6.87M +$343K +6,845 +5%
FCIM
255
Fairview Capital Investment Management
California
$6.85M +$4.7M +93,800 +219%
MAV
256
Mason & Associates (Virginia)
Virginia
$6.82M -$2.16M -43,165 -24%
MFG
257
Merit Financial Group
Georgia
$6.8M +$510K +10,181 +8%
IAN
258
Integrated Advisors Network
Texas
$6.79M -$234K -4,659 -3%
FFM
259
Forum Financial Management
Illinois
$6.65M +$6.11M +121,893 +1,141%
PA
260
PFG Advisors
Arizona
$6.51M +$72K +1,437 +1%
SFO
261
Stokes Family Office
Louisiana
$6.45M +$2.58M +51,560 +67%
OPAM
262
Ocean Park Asset Management
California
$6.35M -$1.98M -39,500 -24%
AWM
263
Aprio Wealth Management
Georgia
$6.34M +$831K +16,569 +15%
RSWM
264
Robertson Stephens Wealth Management
California
$6.27M +$1.02M +20,323 +19%
SC
265
Schiavi & Co
Delaware
$6.25M +$20.7K +413 +0.3%
VBFG
266
Vishria Bird Financial Group
Tennessee
$6.2M -$34.3K -684 -0.6%
Luther King Capital Management (LKCM)
267
Luther King Capital Management (LKCM)
Texas
$6.18M -$6.27M – –
JFA
268
JNBA Financial Advisors
Minnesota
$6.18M -$581K -11,586 -9%
BA
269
Bristlecone Advisors
Washington
$6.12M -$92.4K -1,844 -1%
HAIM
270
Hunter Associates Investment Management
Pennsylvania
$6.09M +$601K +11,993 +11%
CHA
271
Cooper/Haims Advisors
New York
$6.08M -$35.5K -709 -0.6%
AW
272
Alaethes Wealth
Nevada
$6.04M -$344K -6,872 -5%
ML
273
McAdam LLC
Pennsylvania
$6.04M -$61K -1,217 -1%
CISOA
274
Capital Investment Services of America
Wisconsin
$5.98M -$216K -4,300 -3%
PS
275
Principal Securities
Iowa
$5.97M +$163K +3,253 +3%
9 10
11
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