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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 %
HF
451
HRT Financial
New York
$2.83M -$591K -11,796 -17%
CFO
452
Collective Family Office
Pennsylvania
$2.76M +$705K +14,060 +34%
PPA
453
Pacific Point Advisors
California
$2.75M +$2.75M +54,898 New
CFS
454
Cannon Financial Strategists
Georgia
$2.74M +$350K +6,978 +15%
TA
455
TPG Advisors
Illinois
$2.74M +$606K +12,082 +28%
AWP
456
Avid Wealth Partners
Texas
$2.73M -$62K -1,237 -2%
TCA
457
Transcend Capital Advisors
New Jersey
$2.7M -$48.4K -965 -2%
NCM
458
Neumann Capital Management
California
$2.7M +$12.5K +250 +0.5%
SAI
459
Savvy Advisors Inc
New York
$2.69M +$2.13M +42,488 +381%
Bessemer Group
460
Bessemer Group
New Jersey
$2.69M – – –
CSP
461
Cary Street Partners
Virginia
$2.68M +$2.68M +53,525 New
APW
462
Acima Private Wealth
Virginia
$2.66M +$370K +7,374 +16%
ATS
463
Ashton Thomas Securities
New York
$2.64M +$380K +7,576 +17%
ORC
464
O'Rourke & Company
Massachusetts
$2.63M -$147K -2,935 -5%
CCG
465
Chatham Capital Group
Georgia
$2.62M – – –
SA
466
Sunesis Advisors
Kansas
$2.6M -$3.51K -70 -0.1%
FA
467
FDx Advisors
Illinois
$2.6M +$91K +1,815 +4%
AIC
468
Allodium Investment Consultants
Minnesota
$2.59M +$2.59M +51,746 New
FCG
469
Financial Connections Group
California
$2.59M – – –
NAM
470
NorthCrest Asset Manangement
Minnesota
$2.59M +$75.3K +1,502 +3%
FPAS
471
Focus Partners Advisor Solutions
Missouri
$2.58M +$279K +5,573 +12%
FMC
472
First Merchants Corp
Indiana
$2.58M -$32.2K -642 -1%
NRI
473
NFP Retirement Inc
California
$2.54M +$15.8K +316 +0.6%
LW
474
Linscomb Wealth
Texas
$2.52M +$318K +6,336 +14%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$2.51M +$38.1K +760 +2%
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