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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 %
AWM
276
Apollon Wealth Management
South Carolina
$5.08M -$475K -9,486 -9%
SFA
277
Source Financial Advisors
New York
$4.96M -$8.28M -165,139 -63%
VAF
278
Values Added Financial
District of Columbia
$4.94M +$117K +2,328 +2%
DWM
279
Dynasty Wealth Management
Florida
$4.93M +$705K +14,067 +17%
MWP
280
Meridian Wealth Partners
Pennsylvania
$4.9M +$1.8M +35,939 +58%
EPA
281
Element Pointe Advisors
Florida
$4.87M -$174K -3,472 -3%
PAS
282
Park Avenue Securities
New York
$4.84M +$275K +5,493 +6%
CFA
283
Capstone Financial Advisors
Illinois
$4.82M -$51.3K -1,023 -1%
BWA
284
Burt Wealth Advisors
Maryland
$4.82M -$216K -4,316 -4%
MFG
285
Merit Financial Group
Georgia
$4.8M +$1.15M +22,978 +32%
SCA
286
Stonebridge Capital Advisors
Minnesota
$4.8M +$899K +17,950 +23%
MFA
287
Mayflower Financial Advisors
Massachusetts
$4.8M +$293K +5,855 +7%
HDIM
288
Hanson & Doremus Investment Management
Vermont
$4.76M -$40M -798,776 -89%
AAS
289
Avantax Advisory Services
Texas
$4.73M +$587K +11,706 +14%
KLI
290
Kelman-Lazarov Inc
Tennessee
$4.72M -$29.9K -596 -0.6%
NL
291
NWAM LLC
Washington
$4.7M +$178K +3,561 +4%
SPC
292
Spirepoint Private Client
Florida
$4.68M +$4.68M +93,423 New
SAM
293
SP Asset Management
California
$4.68M -$662K -13,212 -12%
PJSIMP
294
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.67M +$152K +3,037 +3%
LA
295
LVW Advisors
New York
$4.66M +$259K +5,170 +6%
OWA
296
Opal Wealth Advisors
New York
$4.58M -$753K -15,027 -14%
TCM
297
TD Capital Management
Tennessee
$4.57M -$329K -6,564 -7%
YCG
298
Yeomans Consulting Group
Georgia
$4.57M +$97.3K +1,941 +2%
VT
299
Vise Technologies
New York
$4.56M +$944K +18,833 +26%
FGG
300
Financial Guidance Group
Florida
$4.47M -$319K -6,368 -7%
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