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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 %
UCFA
376
United Capital Financial Advisors
Texas
$3.63M +$2.8M +55,758 +333%
STA
377
Shade Tree Advisors
New York
$3.62M +$3.62M +72,151 New
AssetMark Inc
378
AssetMark Inc
California
$3.61M +$3.34M +66,592 +1,223%
FLPIM
379
F.L. Putnam Investment Management
Massachusetts
$3.6M -$42.5K -847 -1%
IWS
380
Insight Wealth Strategies
California
$3.59M -$242K -4,820 -6%
KF
381
K2 Financial
California
$3.59M +$3.59M +72,302 New
VAG
382
Vannoy Advisory Group
Texas
$3.59M +$195K +3,881 +6%
WA
383
Wealth Alliance
New York
$3.58M +$74.4K +1,484 +2%
SHGA
384
Sand Hill Global Advisors
California
$3.58M +$124K +2,482 +4%
TIM
385
Tortoise Investment Management
New York
$3.56M +$82.8K +1,652 +2%
CFD
386
Creative Financial Designs
Indiana
$3.52M +$78.5K +1,566 +2%
GWM
387
Geneos Wealth Management
Colorado
$3.51M -$1.5M -29,864 -30%
SIM
388
Studio Investment Management
Illinois
$3.49M -$658K -13,118 -16%
LFG
389
Leverty Financial Group
Wisconsin
$3.47M +$468K +9,343 +16%
VC
390
Vicus Capital
Pennsylvania
$3.47M +$32.6K +651 +0.9%
Betterment LLC
391
Betterment LLC
New York
$3.46M +$1.47M +29,366 +74%
SC
392
Steph & Co
Wisconsin
$3.46M -$289K -5,774 -8%
OFP
393
OLIO Financial Planning
Virginia
$3.45M -$290K -5,777 -8%
HWM
394
Hassell Wealth Management
Louisiana
$3.43M +$3.43M +68,343 New
FAT
395
First American Trust
California
$3.43M +$279K +5,573 +9%
PWMG
396
Prestige Wealth Management Group
New Jersey
$3.42M +$51.3K +1,023 +2%
GWWM
397
Great Waters Wealth Management
Minnesota
$3.4M -$131K -2,614 -4%
SWM
398
Spire Wealth Management
Virginia
$3.4M +$63.5K +1,266 +2%
MPW
399
MGO Private Wealth
California
$3.39M +$61.9K +1,234 +2%
CMBA
400
C.M. Bidwell & Associates
Hawaii
$3.39M +$190K +3,794 +6%
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