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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 %
RFS
451
Richardson Financial Services
Massachusetts
$2.28M +$1.14M +22,477 +100%
LW
452
Linscomb Wealth
Texas
$2.25M +$161K +3,154 +8%
JIR
453
James Investment Research
Ohio
$2.22M +$833K +16,301 +60%
FSG
454
Financial Strategies Group
Michigan
$2.2M +$1.2M +23,792 +121%
PSA
455
Plum Street Advisors
Louisiana
$2.19M +$640K +12,517 +41%
FCIM
456
Fairview Capital Investment Management
California
$2.19M -$128K -2,500 -6%
TA
457
TPG Advisors
Illinois
$2.18M +$636K +12,442 +41%
BFA
458
Beaumont Financial Advisors
Massachusetts
$2.17M +$4.09K +80 +0.2%
TSS
459
Two Sigma Securities
New York
$2.14M +$1.49M +29,204 +229%
GSIS
460
Global Strategic Investment Solutions
Arizona
$2.13M +$3.94K +77 +0.2%
HIP
461
HUB Investment Partners
Texas
$2.11M +$1.59K +31 +0.1%
PFA
462
Pure Financial Advisors
California
$2.1M +$323K +6,315 +18%
SFG
463
Snider Financial Group
Washington
$2.1M +$41.5K +811 +2%
CFO
464
Collective Family Office
Pennsylvania
$2.09M +$337K +6,600 +19%
EWA
465
Evolution Wealth Advisors
Florida
$2.09M +$95.6K +1,871 +5%
FWM
466
FFT Wealth Management
Pennsylvania
$2.05M -$503K -9,836 -20%
MFIM
467
Mesirow Financial Investment Management
Illinois
$2.05M +$1.15M +22,580 +129%
WAG
468
Wheelhouse Advisory Group
Missouri
$2.04M +$32.9K +644 +2%
MWP
469
Meredith Wealth Planning
Illinois
$2.04M +$18.9K +370 +0.9%
CCM
470
Crabel Capital Management
California
$2.03M +$656K +12,833 +48%
SDWMA
471
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.03M -$10K -196 -0.5%
Betterment LLC
472
Betterment LLC
New York
$2.03M +$289K +5,660 +17%
SIC
473
SJS Investment Consulting
Ohio
$2.03M +$306K +5,984 +18%
BWG
474
Beta Wealth Group
California
$2.01M +$12K +234 +0.6%
FPIS
475
Financial Planning & Information Services
Wisconsin
$2M -$72.6K -1,420 -3%
17 18
19
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