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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,079 hedge funds and large institutions have $24.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 483 increasing their positions, 329 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+30
Holders Change %
+2.86%
% of All Funds
15.69%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.19%
New
110
Increased
483
Reduced
329
Closed
67
Calls
$1.06M
Puts
$1.09M
Net Calls
-$30K
Net Calls Change
+$3.01M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.53B
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$122M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$80.7M
4
Northern Trust
Northern Trust
Illinois
+$70.6M
5
Creative Planning
Creative Planning
Kansas
+$39.9M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$189M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$145M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$114M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.8M
5
HDIM
Hanson & Doremus Investment Management
Vermont
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Cresset Asset Management
Illinois
$1.85M +$46.9K +935 +3%
HP
477
Hilltop Partners
Indiana
$1.85M +$592K +11,819 +47%
HWP
478
Highline Wealth Partners
California
$1.84M +$6.51K +130 +0.4%
MC
479
Middleton & Co
Massachusetts
$1.82M – – –
LFA
480
Legacy Financial Advisors
Kentucky
$1.81M -$6.16K -123 -0.3%
MSFS
481
Main Street Financial Solutions
Pennsylvania
$1.81M +$1.01M +20,203 +127%
FCI
482
Financial Counselors Inc
Kansas
$1.81M +$27.2K +543 +2%
WAL
483
W Advisors LLC
Tennessee
$1.81M +$236K +4,714 +15%
CP
484
Canopy Partners
Ohio
$1.79M -$22.1K -442 -1%
AAS
485
Ameritas Advisory Services
Nebraska
$1.78M -$66.4K -1,325 -4%
SI
486
Stephens Inc
Arkansas
$1.78M +$149K +2,967 +9%
KCIC
487
Kuhn & Co Investment Counsel
Illinois
$1.76M +$216K +4,319 +14%
OHWA
488
Oak Hill Wealth Advisors
Virginia
$1.75M +$1.75M +34,909 New
CMBA
489
C.M. Bidwell & Associates
Hawaii
$1.75M +$426K +8,510 +32%
PFA
490
Pure Financial Advisors
California
$1.74M -$666K -13,295 -28%
OWM
491
Opes Wealth Management
California
$1.74M +$126K +2,505 +8%
RFP
492
RCS Financial Planning
Maryland
$1.74M +$4.36K +87 +0.3%
RIA
493
Regal Investment Advisors
Michigan
$1.73M +$85.4K +1,705 +5%
AIP
494
Almanack Investment Partners
Pennsylvania
$1.72M +$26.6K +530 +2%
RW
495
Regimen Wealth
Georgia
$1.72M +$13.3K +266 +0.8%
CFO
496
Collective Family Office
Pennsylvania
$1.72M -$195K -3,900 -10%
FWIA
497
Fort Washington Investment Advisors
Ohio
$1.71M +$9.92K +198 +0.6%
Betterment LLC
498
Betterment LLC
New York
$1.71M +$195K +3,899 +13%
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$1.7M +$400K +7,960 +31%
TCM
500
Twele Capital Management
Minnesota
$1.69M +$198K +3,949 +13%
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