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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 %
AIS
351
American Investment Services
Massachusetts
$3.45M +$36.7K +732 +1%
HFA
352
High Falls Advisors
New York
$3.45M -$261K -5,201 -7%
RSWM
353
Robertson Stephens Wealth Management
California
$3.43M +$2.91M +57,982 +553%
BWM
354
Brown Wealth Management
Illinois
$3.39M -$18.8K -376 -0.6%
IWS
355
Insight Wealth Strategies
California
$3.39M +$298K +5,944 +10%
PWMG
356
Prestige Wealth Management Group
New Jersey
$3.36M -$43.6K -871 -1%
MPW
357
MGO Private Wealth
California
$3.34M +$1.17M +23,336 +54%
MA
358
Mosaic Advisors
Texas
$3.31M +$515K +10,275 +18%
VWA
359
Visionary Wealth Advisors
Illinois
$3.31M -$807K -16,107 -20%
AA
360
Alesco Advisors
New York
$3.31M -$680K -13,580 -17%
VAG
361
Vannoy Advisory Group
Texas
$3.3M +$81.2K +1,621 +3%
PFM
362
Phillips Financial Management
Indiana
$3.3M +$273K +5,448 +9%
SWM
363
Spire Wealth Management
Virginia
$3.3M -$2.13M -42,598 -39%
SWG
364
Summit Wealth Group
Vermont
$3.28M +$3.28M +65,385 New
FFA
365
Farther Finance Advisors
California
$3.28M -$67.6K -1,354 -2%
SVWG
366
Shared Vision Wealth Group
United States
$3.24M +$82.4K +1,644 +3%
PA
367
Pinnacle Associates
New York
$3.18M +$232K +4,632 +8%
BAAM
368
Baker Avenue Asset Management
California
$3.17M -$70.2K -1,400 -2%
HGA
369
Hobbs Group Advisors
South Carolina
$3.17M +$3.17M +63,300 New
WPW
370
Watershed Private Wealth
Illinois
$3.17M +$901K +17,990 +40%
PWMAG
371
Pinnacle Wealth Management Advisory Group
New Jersey
$3.16M +$232K +4,632 +8%
HI
372
Harbour Investments
Wisconsin
$3.15M +$261K +5,218 +9%
MI
373
Moneywise Inc
Virginia
$3.14M +$1.43M +28,518 +83%
CWM
374
Cornerstone Wealth Management
Missouri
$3.09M +$129K +2,572 +4%
S
375
SignatureFD
Georgia
$3.09M +$2.21K +44 +0.1%
13 14
15
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