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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,097 hedge funds and large institutions have $25.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 546 increasing their positions, 311 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.13%
New
94
Increased
546
Reduced
311
Closed
58
Calls
$2.02M
Puts
$4.38M
Net Calls
-$2.36M
Net Calls Change
-$2.33M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$216M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$80.3M
3
Charles Schwab
Charles Schwab
California
+$51.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$49M
5
Northern Trust
Northern Trust
Illinois
+$47.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
2
SW
Simplicity Wealth
New Jersey
-$70.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$54.2M
4
Jane Street
Jane Street
New York
-$49.5M
5
Creative Planning
Creative Planning
Kansas
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
301
TD Capital Management
Tennessee
$5.05M +$387K +7,578 +8%
CFA
302
Capstone Financial Advisors
Illinois
$5.01M +$92.7K +1,813 +2%
EFN
303
Equita Financial Network
Pennsylvania
$5M +$612K +11,974 +14%
PWP
304
PrairieView Wealth Partners
Illinois
$4.99M +$3.53M +69,031 +242%
TC
305
TownSquare Capital
Utah
$4.96M +$468K +9,163 +10%
SQA
306
Simon Quick Advisors
New Jersey
$4.91M -$783K -15,322 -14%
UB
307
UMB Bank
Missouri
$4.91M -$683K -13,364 -12%
MFA
308
Mayflower Financial Advisors
Massachusetts
$4.9M +$5.06K +99 +0.1%
KLI
309
Kelman-Lazarov Inc
Tennessee
$4.81M -$4.35K -85 -0.1%
ERIC
310
Eagle Rock Investment Company
Georgia
$4.8M -$419K -8,200 -8%
PJSIMP
311
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.8M +$35K +685 +0.7%
IA
312
IFP Advisors
Florida
$4.79M +$929K +18,164 +24%
PAS
313
Park Avenue Securities
New York
$4.74M -$192K -3,757 -4%
RIA
314
Retirement Investment Advisors
Oklahoma
$4.74M +$451K +8,827 +11%
BWA
315
Burt Wealth Advisors
Maryland
$4.69M -$232K -4,547 -5%
Citigroup
316
Citigroup
New York
$4.66M +$176K +3,446 +4%
VT
317
Vise Technologies
New York
$4.65M +$7.11K +139 +0.2%
OWA
318
Opal Wealth Advisors
New York
$4.64M -$36.1K -707 -0.8%
YCG
319
Yeomans Consulting Group
Georgia
$4.62M -$44.7K -874 -1%
SC
320
Sepio Capital
Utah
$4.61M +$978K +19,133 +27%
GLLW
321
Graves Light Lenhart Wealth
Virginia
$4.59M +$77.8K +1,521 +2%
SAM
322
SP Asset Management
California
$4.55M -$229K -4,478 -5%
TC
323
TAGStone Capital
North Carolina
$4.52M +$656K +12,838 +17%
FGG
324
Financial Guidance Group
Florida
$4.49M -$68.5K -1,340 -2%
Thrivent Financial for Lutherans
325
Thrivent Financial for Lutherans
Minnesota
$4.38M +$709K +13,871 +19%
11 12
13
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