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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,097 hedge funds and large institutions have $25.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 546 increasing their positions, 311 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.13%
New
94
Increased
546
Reduced
311
Closed
58
Calls
$2.02M
Puts
$4.38M
Net Calls
-$2.36M
Net Calls Change
-$2.33M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$216M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$80.3M
3
Charles Schwab
Charles Schwab
California
+$51.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$49M
5
Northern Trust
Northern Trust
Illinois
+$47.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
2
SW
Simplicity Wealth
New Jersey
-$70.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$54.2M
4
Jane Street
Jane Street
New York
-$49.5M
5
Creative Planning
Creative Planning
Kansas
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
401
Waverly Advisors
Alabama
$2.92M +$106K +2,065 +4%
WA
402
WBH Advisory
Maryland
$2.91M +$4.96K +97 +0.2%
CP
403
Canopy Partners
Ohio
$2.9M +$1.07M +20,960 +59%
TFA
404
Trinity Financial Advisors
Ohio
$2.89M +$909K +27,338 +46%
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$2.88M +$228K +4,453 +9%
PA
406
Pinnacle Associates
New York
$2.88M -$363K -7,108 -11%
AWP
407
Avid Wealth Partners
Texas
$2.84M -$19.8K -388 -0.7%
ORC
408
O'Rourke & Company
Massachusetts
$2.83M +$493K +9,646 +21%
SEM
409
Strategic Equity Management
Arizona
$2.82M +$2.53M +49,468 +878%
TCA
410
Transcend Capital Advisors
New Jersey
$2.8M +$104K +2,036 +4%
SCTC
411
Sanibel Captiva Trust Company
Florida
$2.77M +$622K +12,170 +29%
DA
412
Detalus Advisors
Missouri
$2.76M +$718K +14,054 +35%
Bessemer Group
413
Bessemer Group
New Jersey
$2.74M – – –
NCM
414
Neumann Capital Management
California
$2.74M +$153K +3,000 +6%
WTA
415
Washington Trust Advisors
Massachusetts
$2.73M -$220K -4,300 -7%
KeyBank National Association
416
KeyBank National Association
Ohio
$2.71M +$755K +14,778 +39%
GRP
417
Global Retirement Partners
California
$2.68M -$251K -4,909 -9%
CCG
418
Chatham Capital Group
Georgia
$2.67M – – –
FMC
419
First Merchants Corp
Indiana
$2.67M +$2M +39,158 +302%
MMA
420
Miracle Mile Advisors
California
$2.66M +$818 +16 +0%
SA
421
Sunesis Advisors
Kansas
$2.66M – – –
GWM
422
Grand Wealth Management
Michigan
$2.65M +$316K +6,187 +14%
MMPW
423
Mitchell McLeod Pugh & Williams
Alabama
$2.65M +$276K +5,397 +12%
MW
424
Maia Wealth
Colorado
$2.64M +$223K +4,443 +9%
FCG
425
Financial Connections Group
California
$2.64M -$63.8K -1,248 -2%
15 16
17
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