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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 %
EWM
401
Elmwood Wealth Management
California
$3.38M +$277K +5,525 +9%
TFA
402
TPG Financial Advisors
Oregon
$3.38M – – –
FFP
403
FourThought Financial Partners
Florida
$3.38M +$3.38M +67,422 New
RFP
404
RCS Financial Planning
Maryland
$3.38M +$1.57M +31,243 +86%
FFL
405
Financial Freedom LLC
Ohio
$3.37M -$112K -2,237 -3%
GGS
406
Galvin Gaustad & Stein
Arizona
$3.37M +$94.8K +1,891 +3%
MA
407
Mosaic Advisors
Texas
$3.36M +$19.4K +387 +0.6%
GWM
408
Grand Wealth Management
Michigan
$3.35M +$753K +15,016 +29%
SAM
409
SP Asset Management
California
$3.33M -$1.13M -22,537 -25%
CAAS
410
Capital Asset Advisory Services
Michigan
$3.32M +$20.9K +416 +0.6%
CPIG
411
Chicago Partners Investment Group
Illinois
$3.32M +$1.6M +32,097 +93%
CWM
412
Cornerstone Wealth Management
Missouri
$3.31M +$299K +5,969 +10%
EWA
413
Exencial Wealth Advisors
Oklahoma
$3.31M -$135K -2,698 -4%
PP
414
PrairieView Partners
Minnesota
$3.27M -$549K -10,949 -14%
VWM
415
Verus Wealth Management
Wisconsin
$3.24M +$3.24M +64,703 New
GFM
416
GEN Financial Management
Minnesota
$3.23M +$3.23M +64,518 New
MHC
417
May Hill Capital
Massachusetts
$3.23M +$3.23M +64,498 New
CAAM
418
Cornerstone Advisors Asset Management
Pennsylvania
$3.23M +$749K +14,951 +30%
CAM
419
Cresset Asset Management
Illinois
$3.22M +$1.37M +27,311 +74%
AIS
420
American Investment Services
Massachusetts
$3.2M -$397K -7,927 -11%
SVWG
421
Shared Vision Wealth Group
United States
$3.18M +$88.9K +1,774 +3%
AWM
422
Apex Wealth Management
New Hampshire
$3.18M +$3.18M +63,427 New
HIF
423
Hill Island Financial
Michigan
$3.18M +$2.91M +57,959 +1,062%
MLA
424
My Legacy Advisors
Oregon
$3.18M +$307K +6,156 +11%
MWM
425
Meridian Wealth Management
Kentucky
$3.17M +$49.6K +989 +2%
15 16
17
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