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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 %
RCM
376
Rain Capital Management
Oregon
$3.08M +$15.9K +319 +0.5%
SW
377
SteelPeak Wealth
California
$3.07M -$420K -8,378 -12%
FAT
378
First American Trust
California
$3.07M +$617K +12,319 +25%
PP
379
PrairieView Partners
Minnesota
$3.01M -$600K -11,983 -17%
EWM
380
Elmwood Wealth Management
California
$3M -$138K -2,747 -4%
MWA
381
Motive Wealth Advisors
Michigan
$2.99M +$909K +18,132 +44%
LFG
382
Leverty Financial Group
Wisconsin
$2.99M -$120K -2,391 -4%
TFA
383
Trinity Financial Advisors
Ohio
$2.98M +$158K +3,145 +6%
CAG
384
Compass Advisory Group
New York
$2.97M +$20.1K +401 +0.7%
HW
385
Hancock Whitney
Mississippi
$2.94M +$154K +3,080 +6%
OAJ
386
Ogorek Anthony Joseph
New York
$2.91M +$18.5K +369 +0.6%
CAAS
387
Capital Asset Advisory Services
Michigan
$2.91M -$152K -3,020 -5%
LIA
388
LifePlan Investment Advisors
North Carolina
$2.9M +$132K +2,641 +5%
WTA
389
Washington Trust Advisors
Massachusetts
$2.89M -$451K -9,000 -13%
MW
390
Marcum Wealth
Ohio
$2.88M +$800K +15,955 +38%
GRP
391
Global Retirement Partners
California
$2.87M +$933K +18,616 +48%
WA
392
WBH Advisory
Maryland
$2.84M +$1.76M +35,215 +164%
BFEC
393
Benjamin F. Edwards & Company
Missouri
$2.82M +$544K +10,855 +24%
VFA
394
Valeo Financial Advisors
Indiana
$2.81M +$96.6K +1,928 +4%
CFS
395
Cannon Financial Strategists
Georgia
$2.81M -$78.9K -1,574 -3%
AWP
396
Avid Wealth Partners
Texas
$2.81M +$2.36M +47,165 +535%
CPIG
397
Chicago Partners Investment Group
Illinois
$2.78M +$23.1K +458 +0.8%
WA
398
Waverly Advisors
Alabama
$2.76M +$1.41M +28,229 +105%
Bessemer Group
399
Bessemer Group
New Jersey
$2.69M +$2.17M +43,382 +426%
NAM
400
NorthCrest Asset Manangement
Minnesota
$2.65M +$282K +5,626 +12%
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16
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