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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 %
TC
276
TownSquare Capital
Utah
$5.96M +$1.09M +21,750 +22%
VAF
277
Values Added Financial
District of Columbia
$5.95M -$494K -9,856 -8%
GPW
278
Genesis Private Wealth
Virginia
$5.91M +$5.91M +117,969 New
AWM
279
Axxcess Wealth Management
California
$5.91M +$63.2K +1,261 +1%
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$5.9M +$522K +10,403 +10%
FFA
281
Farther Finance Advisors
California
$5.76M +$2.12M +42,274 +58%
BOPW
282
Brandywine Oak Private Wealth
Pennsylvania
$5.65M -$275K -5,482 -5%
SHF
283
Stage Harbor Financial
Massachusetts
$5.63M – – –
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$5.62M +$5.62M +112,115 New
PCMC
285
Paragon Capital Management (Colorado)
Colorado
$5.62M +$81.1K +1,618 +1%
SDWMA
286
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.55M +$3.56M +71,053 +179%
UF
287
Univest Financial
Pennsylvania
$5.54M +$2.55M +50,851 +85%
LCM
288
Liberty Capital Management
Michigan
$5.54M +$132K +2,628 +2%
MFS
289
McNamara Financial Services
Massachusetts
$5.48M -$113K -2,255 -2%
DWM
290
Dynasty Wealth Management
Florida
$5.47M +$407K +8,118 +8%
TFA
291
Trinity Financial Advisors
Ohio
$5.44M +$1.08M +21,583 +25%
FCP
292
Fidelis Capital Partners
Florida
$5.42M +$3.46M +69,096 +177%
AFTS
293
American Financial & Tax Strategies
New York
$5.4M +$146K +2,914 +3%
KWM
294
Kingsview Wealth Management
Oregon
$5.32M +$1.64M +32,660 +45%
VT
295
Vise Technologies
New York
$5.31M +$741K +14,781 +16%
SAM
296
Strive Asset Management
Ohio
$5.3M +$5.3M +105,779 New
I
297
INVST
Indiana
$5.3M -$81K -1,615 -2%
EH
298
Equitable Holdings
New York
$5.24M -$997K -19,888 -16%
SCA
299
Stonebridge Capital Advisors
Minnesota
$5.21M -$41.8K -833 -0.8%
PCA
300
Prosperity Capital Advisors
Ohio
$5.15M -$453K -9,028 -8%
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