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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 %
FLA
326
Financial Life Advisors
Texas
$4.31M -$44.9K -878 -1%
SIM
327
Studio Investment Management
Illinois
$4.23M -$69.8K -1,365 -2%
CIA
328
Concurrent Investment Advisors
Florida
$4.19M +$303K +5,936 +8%
CHA
329
Carmichael Hill & Associates
Maryland
$4.15M +$193K +3,781 +5%
SWG
330
Summit Wealth Group
Vermont
$4.13M +$790K +15,445 +24%
W
331
WealthCollab
Washington
$4.13M -$139K -2,720 -3%
MWM
332
McNaughton Wealth Management
California
$4.09M +$138K +2,693 +3%
CTA
333
Chesley Taft & Associates
Illinois
$4.08M +$311K +6,075 +8%
EP
334
Edgestream Partners
New Jersey
$4.05M +$2.1M +41,141 +108%
ASN
335
Advisory Services Network
Georgia
$4.04M – – –
BEI
336
Benjamin Edwards Inc
Missouri
$4.01M +$4.01M +78,536 New
SAG
337
SageView Advisory Group
California
$3.95M +$3.95M +77,335 New
SFO
338
Stokes Family Office
Louisiana
$3.95M -$81.5K -1,595 -2%
DC
339
Davenport & Co
Virginia
$3.93M +$184K +3,607 +5%
PPH
340
Pure Portfolios Holdings
Oregon
$3.91M +$3.91M +76,562 New
IWS
341
Insight Wealth Strategies
California
$3.91M +$456K +8,919 +13%
PP
342
PrairieView Partners
Minnesota
$3.9M +$825K +16,144 +27%
William Blair & Company
343
William Blair & Company
Illinois
$3.88M -$2.11M -41,305 -35%
CTWM
344
Cherry Tree Wealth Management
Minnesota
$3.87M +$21.8K +426 +0.6%
SWA
345
Stratos Wealth Advisors
Ohio
$3.83M -$147K -2,872 -4%
SC
346
Steph & Co
Wisconsin
$3.82M -$10.8K -212 -0.3%
BWM
347
Brown Wealth Management
Illinois
$3.82M +$364K +7,120 +11%
OFP
348
OLIO Financial Planning
Virginia
$3.81M +$14.2K +279 +0.4%
HPA
349
High Probability Advisors
New York
$3.8M +$221K +4,326 +6%
BAAM
350
Baker Avenue Asset Management
California
$3.76M +$526K +10,287 +16%
12 13
14
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