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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.

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
1
Wells Fargo
California
$608M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.61B
3
Charles Schwab
3
Charles Schwab
California
$1.61B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.67B
5
Northern Trust
5
Northern Trust
Illinois
$791M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$704M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Jane Street
4
Jane Street
New York
$8.11M
5
Creative Planning
5
Creative Planning
Kansas
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$147M +$17.4M +340,216 +13%
Mariner
27
Mariner
Kansas
$129M +$6.8M +133,024 +6%
OWM
28
Orgel Wealth Management
Wisconsin
$127M +$20.2M +394,907 +19%
SCM
29
SCS Capital Management
Massachusetts
$127M -$3.87M -75,672 -3%
Vanguard Group
30
Vanguard Group
Pennsylvania
$126M +$22.7M +444,870 +22%
Members Trust
31
Members Trust
Florida
$125M -$3.57M -69,755 -3%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$122M +$1.08M +21,169 +0.9%
Osaic Holdings
33
Osaic Holdings
Arizona
$114M +$5.09M +99,562 +5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$110M +$7.47M +146,061 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$100M +$6.05M +118,433 +6%
PCIA
36
Prime Capital Investment Advisors
Kansas
$95.8M +$1.99M +38,961 +2%
GM
37
GeoWealth Management
Illinois
$89.7M +$6.1M +119,315 +7%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$86M +$8.35M +163,373 +11%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$79.7M +$16.5M +322,337 +26%
SFA
40
Sequoia Financial Advisors
Ohio
$77.9M +$21K +411 +0%
MAS
41
Meeder Advisory Services
Ohio
$77.4M +$4.28M +83,764 +6%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$77M -$491K -9,604 -0.6%
BFG
43
Bleakley Financial Group
New Jersey
$73.9M +$1.59M +31,187 +2%
OIA
44
OneDigital Investment Advisors
Kansas
$71.5M -$2.05M -40,101 -3%
SA
45
Sanctuary Advisors
Indiana
$69.1M -$3.18M -62,856 -4%
LFS
46
Lutz Financial Services
Nebraska
$68.5M +$2.94M +57,546 +4%
MIS
47
Morningstar Investment Services
Illinois
$68.2M +$1.7M +33,325 +3%
Stifel Financial
48
Stifel Financial
Missouri
$65.8M +$3.91M +76,549 +6%
FSC
49
Full Sail Capital
Oklahoma
$63.5M +$4.58M +89,647 +8%
BBNB
50
Baker Boyer National Bank
Washington
$63M -$1.02M -19,934 -2%
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