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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 %
FCG
401
Financial Connections Group
California
$2.65M +$2.65M +52,934 New
TCA
402
Transcend Capital Advisors
New Jersey
$2.64M +$110K +2,191 +4%
CCG
403
Chatham Capital Group
Georgia
$2.62M +$125K +2,500 +5%
MMA
404
Miracle Mile Advisors
California
$2.61M +$200 +4 +0%
SA
405
Sunesis Advisors
Kansas
$2.61M – – –
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$2.6M – – –
CCB
407
Country Club Bank
Missouri
$2.59M -$346K -6,875 -12%
FA
408
FDx Advisors
Illinois
$2.57M -$126K -2,510 -5%
WG
409
Watchman Group
Texas
$2.56M -$801K -15,984 -24%
WTC
410
WhitTier Trust Company
Nevada
$2.55M -$256K -5,100 -9%
CWA
411
Core Wealth Advisors
Florida
$2.54M +$398K +7,934 +19%
NCM
412
Neumann Capital Management
California
$2.53M – – –
CAWM
413
Capital Advisors Wealth Management
Washington
$2.52M -$17.4K -347 -0.7%
FWM
414
FFT Wealth Management
Pennsylvania
$2.5M +$60.9K +1,216 +2%
KP
415
Kitching Partners
Pennsylvania
$2.48M +$19.2K +383 +0.8%
CAAM
416
Cornerstone Advisors Asset Management
Pennsylvania
$2.47M – – –
BCWM
417
Bartlett & Co Wealth Management
Ohio
$2.46M -$344K -6,861 -12%
MSF
418
Mustard Seed Financial
Arkansas
$2.44M +$203K +4,044 +9%
MW
419
Maia Wealth
Colorado
$2.43M +$2.43M +48,147 New
SFP
420
Sterling Financial Planning
New Jersey
$2.41M +$178K +3,545 +8%
ATS
421
Ashton Thomas Securities
New York
$2.41M +$2.41M +47,914 New
HIM
422
Hanlon Investment Management
New Jersey
$2.4M -$40.7K -812 -2%
RIM
423
Rockbridge Investment Management
New York
$2.38M +$651 +13 +0%
GEA
424
Glen Eagle Advisors
New Jersey
$2.37M +$9.37K +187 +0.4%
MSWM
425
McGlone Suttner Wealth Management
Wisconsin
$2.36M +$669K +13,098 +40%
15 16
17
18 19