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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 %
JWM
301
Janiczek Wealth Management
Colorado
$4.47M +$1.18M +23,536 +36%
TC
302
TownSquare Capital
Utah
$4.41M +$355K +7,094 +9%
GLLW
303
Graves Light Lenhart Wealth
Virginia
$4.4M +$4.4M +88,171 New
Citigroup
304
Citigroup
New York
$4.39M -$962K -19,188 -18%
EFN
305
Equita Financial Network
Pennsylvania
$4.3M +$1.07M +21,365 +33%
FLA
306
Financial Life Advisors
Texas
$4.27M +$62K +1,238 +1%
BWM
307
Benchmark Wealth Management
Connecticut
$4.22M -$61K -1,217 -1%
SIM
308
Studio Investment Management
Illinois
$4.21M -$32.2K -642 -0.8%
RIA
309
Retirement Investment Advisors
Oklahoma
$4.2M +$4.2M +83,878 New
BSW
310
Buckingham Strategic Wealth
Missouri
$4.19M -$444K -8,863 -10%
W
311
WealthCollab
Washington
$4.18M +$54.9K +1,095 +1%
SPIA
312
Steward Partners Investment Advisory
New York
$4.07M -$352K -7,017 -8%
SAG
313
SageView Advisory Group
California
$4.05M -$5.92M -36,377 Closed
ASN
314
Advisory Services Network
Georgia
$4.04M +$109K +2,184 +3%
CISOA
315
Capital Investment Services of America
Wisconsin
$3.98M +$576K +11,500 +17%
MLA
316
My Legacy Advisors
Oregon
$3.97M +$214K +4,280 +6%
SFO
317
Stokes Family Office
Louisiana
$3.95M +$475K +9,470 +14%
WWM
318
Waterway Wealth Management
Texas
$3.93M +$1.78M +35,460 +82%
SWA
319
Stratos Wealth Advisors
Ohio
$3.9M -$70.4K -1,404 -2%
CHA
320
Carmichael Hill & Associates
Maryland
$3.88M -$42.8K -854 -1%
MWM
321
McNaughton Wealth Management
California
$3.88M +$194K +3,878 +5%
EH
322
Equitable Holdings
New York
$3.84M +$519K +10,362 +16%
IWM
323
IHT Wealth Management
Illinois
$3.84M +$223K +4,446 +6%
MA
324
Mutual Advisors
Nebraska
$3.82M +$329K +6,515 +9%
CIA
325
Concurrent Investment Advisors
Florida
$3.81M -$705K -14,072 -16%
11 12
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