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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,210 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, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
187
Increased
547
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$202M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$110M
4
Franklin Resources
Franklin Resources
California
+$71.2M
5
Charles Schwab
Charles Schwab
California
+$56M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$354M
2
WAG
Winthrop Advisory Group
Massachusetts
-$71.3M
3
MIS
Morningstar Investment Services
Illinois
-$59.5M
4
RWM
Rockwood Wealth Management
Pennsylvania
-$26.9M
5
Lazard Asset Management
Lazard Asset Management
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
476
Hilltop Holdings
Texas
$2.48M +$141K +2,809 +6%
RW
477
Rede Wealth
Virginia
$2.45M +$72.4K +1,444 +3%
WTC
478
WhitTier Trust Company
Nevada
$2.44M -$19.6K -390 -0.8%
MNBTD
479
Moody National Bank Trust Division
Texas
$2.42M +$1.54M +30,710 +174%
LNWTC
480
Laird Norton Wetherby Trust Company
Washington
$2.42M -$3.3M -65,854 -58%
SIP
481
Sellwood Investment Partners
Oregon
$2.41M +$2.41M +48,064 New
BC
482
Brio Consultants
California
$2.39M +$431K +8,600 +22%
WG
483
Watchman Group
Texas
$2.38M -$41.5K -828 -2%
WFP
484
Wrenne Financial Planning
Kentucky
$2.37M +$119K +2,374 +5%
AF
485
Advisornet Financial
Minnesota
$2.35M -$161K -3,212 -6%
KMWM
486
Keudell/Morrison Wealth Management
Oregon
$2.35M -$810K -16,164 -26%
BCG
487
Breakwater Capital Group
New Jersey
$2.32M +$8.32K +166 +0.4%
CCB
488
Country Club Bank
Missouri
$2.31M -$265K -5,275 -10%
PA
489
Parallel Advisors
California
$2.29M +$1.08M +21,625 +90%
AAP
490
Arax Advisory Partners
Colorado
$2.29M +$1.41M +28,085 +160%
FWM
491
FFT Wealth Management
Pennsylvania
$2.29M +$274K +5,458 +14%
GEA
492
Glen Eagle Advisors
New Jersey
$2.29M -$63.6K -1,268 -3%
OWM
493
Opes Wealth Management
California
$2.28M +$403K +8,034 +21%
WTA
494
Washington Trust Advisors
Massachusetts
$2.28M -$400K -7,974 -15%
FSG
495
Financial Strategies Group
Michigan
$2.25M +$93.6K +1,882 +4%
HI
496
Harbour Investments
Wisconsin
$2.23M -$1.05M -20,971 -32%
BCM
497
BTC Capital Management
Iowa
$2.21M +$2.21M +44,151 New
HIM
498
Hanlon Investment Management
New Jersey
$2.21M -$27.3K -545 -1%
PSA
499
Plum Street Advisors
Louisiana
$2.2M +$49.7K +992 +2%
MSFS
500
Main Street Financial Solutions
Pennsylvania
$2.19M +$294K +5,861 +15%
18 19
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