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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 %
SCG
426
Sonata Capital Group
Washington
$3.15M +$2.51K +50 +0.1%
SFP
427
Sterling Financial Planning
New Jersey
$3.13M +$577K +11,509 +23%
AA
428
Alesco Advisors
New York
$3.11M -$147K -2,925 -5%
MW
429
Marcum Wealth
Ohio
$3.09M +$185K +3,686 +6%
S
430
SignatureFD
Georgia
$3.07M -$13.7K -274 -0.4%
HGA
431
Hobbs Group Advisors
South Carolina
$3.07M -$124K -2,483 -4%
WPW
432
Watershed Private Wealth
Illinois
$3.07M -$480K -9,579 -14%
PFM
433
Phillips Financial Management
Indiana
$3.05M -$79.6K -1,587 -3%
HW
434
Hancock Whitney
Mississippi
$3.02M +$39.6K +790 +1%
SW
435
SteelPeak Wealth
California
$3M -$22.5K -449 -0.7%
CA
436
Cambridge Associates
Massachusetts
$2.97M +$2.97M +59,172 New
MSF
437
Mustard Seed Financial
Arkansas
$2.95M +$479K +9,557 +19%
EP
438
Edgestream Partners
New Jersey
$2.94M -$1.03M -20,460 -26%
MWA
439
Motive Wealth Advisors
Michigan
$2.93M -$56.9K -1,135 -2%
DA
440
Detalus Advisors
Missouri
$2.93M +$221K +4,401 +8%
SSA
441
Schonfeld Strategic Advisors
New York
$2.93M -$8.93M -178,190 -75%
FB
442
Fulton Bank
Pennsylvania
$2.93M +$1.09M +21,702 +59%
HIP
443
HUB Investment Partners
Texas
$2.93M +$862K +17,204 +42%
VWA
444
Visionary Wealth Advisors
Illinois
$2.92M +$14.7K +293 +0.5%
IWS
445
Integrity Wealth Solutions
Colorado
$2.87M +$483K +9,626 +20%
RIM
446
Rockbridge Investment Management
New York
$2.87M -$1.76K -35 -0.1%
MMA
447
Miracle Mile Advisors
California
$2.87M +$256K +5,109 +10%
ODA
448
One Degree Advisors
California
$2.86M -$2.24M -44,735 -44%
MMPW
449
Mitchell McLeod Pugh & Williams
Alabama
$2.84M +$243K +4,856 +9%
CP
450
Canopy Partners
Ohio
$2.83M -$10.2K -203 -0.4%
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