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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 %
FCH
501
Freestone Capital Holdings
Washington
$1.69M -$174K -3,479 -9%
SIC
502
SJS Investment Consulting
Ohio
$1.69M +$35.6K +710 +2%
JWCA
503
J.W. Cole Advisors
Florida
$1.67M -$49.2K -982 -3%
SFS
504
Sowell Financial Services
Arkansas
$1.67M -$45.5K -909 -3%
WAAG
505
Wealth Alliance Advisory Group
Kansas
$1.67M – – –
P
506
&Partners
Tennessee
$1.65M +$1.14M +22,805 +224%
BWM
507
Boyd Wealth Management
California
$1.65M -$311K -6,215 -16%
LA
508
Lane & Associates
New Jersey
$1.64M +$76K +1,516 +5%
DJSG
509
D.J. St. Germain
Massachusetts
$1.64M +$560K +11,173 +52%
KPP
510
Kings Path Partners
Texas
$1.64M +$1.64M +32,637 New
WLIM
511
White Lighthouse Investment Management
Massachusetts
$1.63M +$244K +4,868 +18%
WWP
512
Walden Wealth Partners
Ohio
$1.61M +$51.9K +1,035 +3%
GA
513
GSG Advisors
New Jersey
$1.61M +$113K +2,259 +8%
FPAS
514
Focus Partners Advisor Solutions
Missouri
$1.6M +$1.26M +25,098 +369%
VBWMG
515
Von Berge Wealth Management Group
California
$1.59M -$43.6K -874 -3%
PB
516
Pinnacle Bancorp
Nebraska
$1.58M +$143K +2,862 +10%
CWS
517
Cypress Wealth Services
California
$1.58M -$142K -2,829 -8%
AP
518
Americana Partners
Texas
$1.58M +$466K +9,305 +42%
FPF
519
First Pacific Financial
Washington
$1.57M +$23K +458 +1%
PA
520
Perennial Advisors
New York
$1.57M +$40.3K +804 +3%
PAA
521
Peregrine Asset Advisers
Oregon
$1.55M -$53.5K -1,067 -3%
TF
522
Theory Financial
Colorado
$1.55M +$22.9K +456 +1%
VCA
523
Verdence Capital Advisors
Maryland
$1.55M -$3.46K -69 -0.2%
HA
524
Hanover Advisors
South Carolina
$1.55M -$453K -9,043 -23%
PFA
525
Petra Financial Advisors
Colorado
$1.53M -$55.9K -1,116 -4%
19 20
21
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