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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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
California
+$216M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$80.3M
3
Charles Schwab
Charles Schwab
California
+$51.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$49M
5
Northern Trust
Northern Trust
Illinois
+$47.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
2
SW
Simplicity Wealth
New Jersey
-$70.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$54.2M
4
Jane Street
Jane Street
New York
-$49.5M
5
Creative Planning
Creative Planning
Kansas
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
476
Brio Consultants
California
$2M +$1.12M +22,003 +129%
GMA
477
Glassy Mountain Advisors
Maryland
$1.99M +$26.1K +510 +1%
FCI
478
Financial Counselors Inc
Kansas
$1.99M +$143K +2,789 +8%
FCP
479
Fidelis Capital Partners
Florida
$1.96M +$1.96M +39,097 New
EGA
480
Eagle Global Advisors
Texas
$1.95M – – –
CB
481
Commerce Bank
Missouri
$1.95M – – –
MSFS
482
Main Street Financial Solutions
Pennsylvania
$1.94M +$87K +1,702 +5%
LPP
483
Life Planning Partners
Florida
$1.93M -$111K -2,165 -5%
SSW
484
Stone Summit Wealth
Florida
$1.93M -$1.02K -20 -0.1%
LWANC
485
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.93M +$460K +9,002 +31%
LFRG
486
Lazard Frères Gestion
France
$1.92M – – –
OWM
487
Opes Wealth Management
California
$1.92M +$143K +2,795 +8%
CW
488
CreativeOne Wealth
Kansas
$1.91M +$423K +8,274 +28%
FPF
489
First Pacific Financial
Washington
$1.9M +$291K +5,690 +18%
NGA
490
Naples Global Advisors
Florida
$1.9M -$58.3K -1,140 -3%
CAM
491
Cresset Asset Management
Illinois
$1.89M +$3.12K +61 +0.2%
BDF
492
Black Diamond Financial
Maryland
$1.89M – – –
AWA
493
Aletheian Wealth Advisors
Washington
$1.89M -$43.7K -855 -2%
FB
494
Fulton Bank
Pennsylvania
$1.88M +$466K +9,118 +33%
MCM
495
Mattern Capital Management
Colorado
$1.87M +$1.41M +27,621 +311%
KCIC
496
Kuhn & Co Investment Counsel
Illinois
$1.86M +$71.4K +1,397 +4%
EFG
497
Everhart Financial Group
Ohio
$1.86M -$68.7K -1,344 -4%
MC
498
Middleton & Co
Massachusetts
$1.86M – – –
SI
499
Stephens Inc
Arkansas
$1.85M +$39.9K +780 +2%
EB
500
Emprise Bank
Kansas
$1.85M +$1.23M +24,130 +200%
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