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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 %
EFN
301
Equita Financial Network
Pennsylvania
$5.15M +$248K +4,947 +5%
IAA
302
Independent Advisor Alliance
North Carolina
$5.14M +$5.14M +102,562 New
DB
303
Dravo Bay
Delaware
$5.13M -$43.8K -874 -0.8%
CTA
304
Chesley Taft & Associates
Illinois
$5.12M +$1.12M +22,275 +28%
PWP
305
PrairieView Wealth Partners
Illinois
$5.12M +$225K +4,489 +5%
HPFG
306
Hart & Patterson Financial Group
Massachusetts
$5.1M +$501 +10 +0%
PAS
307
Park Avenue Securities
New York
$5.06M +$411K +8,189 +9%
MFA
308
Mayflower Financial Advisors
Massachusetts
$5.05M +$245K +4,881 +5%
AWM
309
Apollon Wealth Management
South Carolina
$5.03M -$122K -2,429 -2%
CWM
310
Congress Wealth Management
Massachusetts
$5.02M +$27.6K +550 +0.6%
PPH
311
Pure Portfolios Holdings
Oregon
$5.01M +$1.17M +23,390 +31%
CFA
312
Capstone Financial Advisors
Illinois
$5M +$84.5K +1,686 +2%
EPA
313
Element Pointe Advisors
Florida
$4.98M -$195K -3,899 -4%
MF
314
Manuka Financial
Virginia
$4.96M +$4.96M +98,999 New
TFP
315
Traction Financial Partners
Wyoming
$4.96M -$17.3K -346 -0.3%
BWM
316
Benchmark Wealth Management
Connecticut
$4.92M -$48.7K -971 -1%
ERIC
317
Eagle Rock Investment Company
Georgia
$4.85M +$148K +2,957 +3%
AllianceBernstein
318
AllianceBernstein
Tennessee
$4.85M +$4.85M +96,744 New
IA
319
IFP Advisors
Florida
$4.82M +$126K +2,522 +3%
YCG
320
Yeomans Consulting Group
Georgia
$4.8M +$275K +5,493 +6%
B
321
Bailard
California
$4.8M -$3.72M -74,230 -44%
BC
322
Bowman & Company
Wisconsin
$4.79M -$1.82M -36,370 -28%
RIA
323
Retirement Investment Advisors
Oklahoma
$4.78M +$136K +2,716 +3%
BWA
324
Burt Wealth Advisors
Maryland
$4.77M +$173K +3,460 +4%
HFA
325
High Falls Advisors
New York
$4.76M +$1.32M +26,262 +38%
11 12
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