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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,049 hedge funds and large institutions have $24.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 334 reducing their positions, and 73 closing their positions.

Holders
1,049
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
15.21%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.25%
New
77
Increased
504
Reduced
334
Closed
73
Calls
$1.36M
Puts
$4.4M
Net Calls
-$3.04M
Net Calls Change
-$1.06M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.44B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$189M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.75B
4
Jane Street
4
Jane Street
New York
$82.9M
5
GM
5
GeoWealth Management
Illinois
$78.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.9B
3
MIS
3
Morningstar Investment Services
Illinois
$64.9M
4
KOC
4
Koss-Olinger Consulting
Florida
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$935M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$158M 3,130,598 +248,062 +9%
SCM
27
SCS Capital Management
Massachusetts
$139M 2,748,544 -65,660 -2%
Members Trust
28
Members Trust
Florida
$136M 2,680,184 +42,057 +2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$120M 2,378,081 -53,540 -2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$117M 2,308,254 +102,648 +5%
Mariner
31
Mariner
Kansas
$113M 2,226,384 -178,598 -7%
OWM
32
Orgel Wealth Management
Wisconsin
$99M 1,956,969 +120,817 +7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$99M 1,955,957 -27,175 -1%
Osaic Holdings
34
Osaic Holdings
Arizona
$98.1M 1,939,607 -318,763 -14%
PCIA
35
Prime Capital Investment Advisors
Kansas
$94.2M 1,862,160 +80,251 +5%
HighTower Advisors
36
HighTower Advisors
Illinois
$90.9M 1,796,904 +169,390 +10%
Jane Street
37
Jane Street
New York
$82.9M 1,638,238 +1,638,238 New
Vanguard Group
38
Vanguard Group
Pennsylvania
$81.4M 1,608,324 -96,975 -6%
GM
39
GeoWealth Management
Illinois
$78.9M 1,558,450 +1,550,788 +20,240%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$76.4M 1,510,266 +87,962 +6%
SFA
41
Sequoia Financial Advisors
Ohio
$75.9M 1,499,475 +27,798 +2%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$74.9M 1,480,381 -385,549 -21%
BFG
43
Bleakley Financial Group
New Jersey
$73M 1,442,694 +53,732 +4%
SW
44
Simplicity Wealth
New Jersey
$72.6M 1,434,143 +1,434,143 New
OIA
45
OneDigital Investment Advisors
Kansas
$67.1M 1,326,681 +204,613 +18%
MIS
46
Morningstar Investment Services
Illinois
$64.9M 1,282,743 -1,304,627 -50%
CAG
47
Crestwood Advisors Group
Massachusetts
$62.8M 1,240,450 +17,045 +1%
Stifel Financial
48
Stifel Financial
Missouri
$61.9M 1,224,120 +29,564 +2%
BBNB
49
Baker Boyer National Bank
Washington
$60.4M 1,193,206 -111 -0%
LFS
50
Lutz Financial Services
Nebraska
$60.2M 1,189,003 +137,794 +13%
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