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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 %
SC
351
Sepio Capital
Utah
$4.17M -$352K -7,013 -8%
LIA
352
LifePlan Investment Advisors
North Carolina
$4.17M +$905K +18,058 +28%
FGG
353
Financial Guidance Group
Florida
$4.08M -$328K -6,543 -7%
CTWM
354
Cherry Tree Wealth Management
Minnesota
$4.01M +$216K +4,311 +6%
DC
355
Davenport & Co
Virginia
$3.97M +$111K +2,223 +3%
IWM
356
IHT Wealth Management
Illinois
$3.96M -$1.19M -23,763 -23%
MWM
357
McNaughton Wealth Management
California
$3.93M -$85.4K -1,703 -2%
AIM
358
Advyzon Investment Management
Illinois
$3.91M +$3.91M +78,003 New
GWA
359
Gutierrez Wealth Advisory
Arkansas
$3.91M +$3.91M +78,000 New
ASN
360
Advisory Services Network
Georgia
$3.89M -$151K -3,020 -4%
CAWM
361
Capital Advisors Wealth Management
Washington
$3.88M +$820K +16,349 +27%
SWA
362
Stratos Wealth Advisors
Ohio
$3.85M +$88.2K +1,759 +2%
William Blair & Company
363
William Blair & Company
Illinois
$3.84M +$36.4K +726 +1%
WA
364
WBH Advisory
Maryland
$3.81M +$957K +19,082 +34%
Thrivent Financial for Lutherans
365
Thrivent Financial for Lutherans
Minnesota
$3.8M -$524K -10,367 -12%
BAAM
366
Baker Avenue Asset Management
California
$3.8M +$111K +2,205 +3%
CIA
367
Concurrent Investment Advisors
Florida
$3.79M -$317K -6,329 -8%
SCM
368
Steele Capital Management
Iowa
$3.78M +$2.52M +50,200 +200%
PA
369
Pinnacle Associates
New York
$3.76M +$932K +18,589 +33%
GSIS
370
Global Strategic Investment Solutions
Arizona
$3.71M +$1.62M +32,394 +78%
SCTC
371
Sanibel Captiva Trust Company
Florida
$3.71M +$997K +19,881 +37%
PWMAG
372
Pinnacle Wealth Management Advisory Group
New Jersey
$3.71M +$164K +3,278 +5%
Fisher Asset Management
373
Fisher Asset Management
Washington
$3.68M +$1.33M +26,531 +57%
TFO
374
Timonier Family Office
North Carolina
$3.65M +$3.65M +72,716 New
RFO
375
RiverGlades Family Offices
Florida
$3.64M +$1.3M +25,950 +56%
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