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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 %
MWP
326
Meridian Wealth Partners
Pennsylvania
$4.74M -$265K -5,279 -5%
PIMG
327
Patriot Investment Management Group
Tennessee
$4.73M -$650K -12,965 -12%
MCM
328
MAI Capital Management
Ohio
$4.72M +$4.72M +94,202 New
PJSIMP
329
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.72M +$13.2K +263 +0.3%
SQA
330
Simon Quick Advisors
New Jersey
$4.71M -$102K -2,028 -2%
ACP
331
Aveo Capital Partners
Colorado
$4.69M -$540K -10,764 -10%
VWM
332
Vermillion Wealth Management
Minnesota
$4.65M +$4.65M +92,853 New
CAG
333
Compass Advisory Group
New York
$4.64M +$1.63M +32,604 +54%
GLLW
334
Graves Light Lenhart Wealth
Virginia
$4.6M +$101K +2,008 +2%
W
335
WealthCollab
Washington
$4.59M +$538K +10,739 +13%
OWA
336
Opal Wealth Advisors
New York
$4.53M -$19K -380 -0.4%
BEI
337
Benjamin Edwards Inc
Missouri
$4.53M +$591K +11,780 +15%
BWM
338
Brown Wealth Management
Illinois
$4.48M +$730K +14,561 +19%
WCA
339
Westover Capital Advisors
Delaware
$4.4M -$4.05M -80,751 -48%
SAG
340
SageView Advisory Group
California
$4.39M +$509K +10,158 +13%
HDIM
341
Hanson & Doremus Investment Management
Vermont
$4.38M -$922K -18,393 -17%
PPWP
342
Proquility Private Wealth Partners
Nevada
$4.33M +$3.37M +67,308 +352%
KLI
343
Kelman-Lazarov Inc
Tennessee
$4.3M -$416K -8,297 -9%
VFP
344
Vested Financial Planning
California
$4.27M +$4.27M +85,262 New
FLA
345
Financial Life Advisors
Texas
$4.27M +$46.6K +929 +1%
MI
346
Moneywise Inc
Virginia
$4.26M -$1.47M -29,296 -26%
TC
347
TAGStone Capital
North Carolina
$4.25M -$179K -3,565 -4%
PSCM
348
Per Stirling Capital Management
Texas
$4.21M -$1.52M -30,389 -27%
VWA
349
VSM Wealth Advisory
Maryland
$4.2M +$4.2M +83,828 New
TCM
350
TD Capital Management
Tennessee
$4.2M -$760K -15,151 -15%
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