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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 %
OFP
326
OLIO Financial Planning
Virginia
$3.8M -$14.2K -279 -0.4%
TC
327
TAGStone Capital
North Carolina
$3.79M -$154K -3,081 -4%
IA
328
IFP Advisors
Florida
$3.78M +$198K +3,944 +6%
CTWM
329
Cherry Tree Wealth Management
Minnesota
$3.77M +$677K +13,515 +22%
SC
330
Steph & Co
Wisconsin
$3.76M -$139K -2,771 -4%
WCA
331
Westover Capital Advisors
Delaware
$3.71M +$389K +7,758 +12%
CTA
332
Chesley Taft & Associates
Illinois
$3.7M +$660K +13,175 +22%
DC
333
Davenport & Co
Virginia
$3.67M -$223K -4,442 -6%
CFD
334
Creative Financial Designs
Indiana
$3.67M -$45.6K -910 -1%
FFL
335
Financial Freedom LLC
Ohio
$3.66M -$515K -10,279 -12%
SP
336
Symmetry Partners
Connecticut
$3.65M -$115K -2,300 -3%
TIM
337
Tortoise Investment Management
New York
$3.62M -$484K -9,660 -12%
GWWM
338
Great Waters Wealth Management
Minnesota
$3.62M +$46K +917 +1%
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$3.6M +$1.16M +23,056 +47%
Prudential Financial
340
Prudential Financial
New Jersey
$3.57M +$1.13M +22,567 +46%
KMWM
341
Keudell/Morrison Wealth Management
Oregon
$3.56M -$2.39M -47,599 -40%
SC
342
Sepio Capital
Utah
$3.56M +$4.26K +85 +0.1%
FLPIM
343
F.L. Putnam Investment Management
Massachusetts
$3.54M +$3.54M +70,724 New
GP
344
Girard Partners
Pennsylvania
$3.54M -$953K -19,009 -21%
WA
345
Wealth Alliance
New York
$3.52M +$224K +4,469 +7%
EWA
346
Exencial Wealth Advisors
Oklahoma
$3.5M -$525K -10,484 -13%
HPA
347
High Probability Advisors
New York
$3.5M +$35.9K +717 +1%
GGS
348
Galvin Gaustad & Stein
Arizona
$3.5M +$241K +4,801 +7%
VC
349
Vicus Capital
Pennsylvania
$3.47M +$462K +9,211 +15%
SHGA
350
Sand Hill Global Advisors
California
$3.46M -$1.38M -27,506 -28%
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