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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,209 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, 546 increasing their positions, 338 reducing their positions, and 58 closing their positions.

Holders
1,209
Holders Change
+112
Holders Change %
+10.21%
% of All Funds
16.1%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.35%
New
187
Increased
546
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.95B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$779M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$112M
4
Franklin Resources
4
Franklin Resources
California
$338M
5
Charles Schwab
5
Charles Schwab
California
$1.64B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.23B
2
WAG
2
Winthrop Advisory Group
Massachusetts
$9.98M
3
MIS
3
Morningstar Investment Services
Illinois
$7.3M
4
RWM
4
Rockwood Wealth Management
Pennsylvania
$9.12M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$173M +$28.6M +570,671 +20%
RWP
27
RWA Wealth Partners
Massachusetts
$167M +$3.04M +60,706 +2%
Mariner
28
Mariner
Kansas
$150M +$23.7M +473,532 +19%
HighTower Advisors
29
HighTower Advisors
Illinois
$139M +$41M +817,486 +42%
Osaic Holdings
30
Osaic Holdings
Arizona
$131M +$37.6M +896,363 +40%
OWM
31
Orgel Wealth Management
Wisconsin
$128M +$3.12M +62,184 +2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$127M +$7.71M +153,764 +6%
Members Trust
33
Members Trust
Florida
$123M +$512K +10,222 +0.4%
SCM
34
SCS Capital Management
Massachusetts
$118M -$6.24M -124,575 -5%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$112M +$110M +2,201,760 +8,203%
PCIA
36
Prime Capital Investment Advisors
Kansas
$99M +$5.03M +100,249 +5%
GM
37
GeoWealth Management
Illinois
$97M +$9.03M +180,225 +10%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$96.8M +$21.3M +424,431 +28%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$84.1M -$201K -4,013 -0.2%
MAS
40
Meeder Advisory Services
Ohio
$83.5M +$7.61M +151,852 +10%
OIA
41
OneDigital Investment Advisors
Kansas
$81.2M +$11M +219,858 +16%
SFA
42
Sequoia Financial Advisors
Ohio
$77M +$572K +11,404 +0.7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$74M -$4.17M -83,230 -5%
SA
44
Sanctuary Advisors
Indiana
$72M +$3.5M +69,692 +5%
LFS
45
Lutz Financial Services
Nebraska
$70.2M +$3.03M +60,445 +5%
BFG
46
Bleakley Financial Group
New Jersey
$69M -$3.5M -69,844 -5%
FSC
47
Full Sail Capital
Oklahoma
$68M +$5.7M +113,655 +9%
TWM
48
Topsail Wealth Management
North Carolina
$64.7M +$64.7M +1,290,927 New
BBNB
49
Baker Boyer National Bank
Washington
$63.3M +$1.47M +29,385 +2%
SC
50
Savant Capital
Illinois
$62.5M +$6.89M +137,438 +12%
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