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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 %
RFP
501
RCS Financial Planning
Maryland
$1.85M +$74.3K +1,454 +4%
HWP
502
Highline Wealth Partners
California
$1.84M -$35.8K -700 -2%
LFA
503
Legacy Financial Advisors
Kentucky
$1.84M -$14.1K -276 -0.8%
OAJ
504
Ogorek Anthony Joseph
New York
$1.82M -$1.15M -22,488 -39%
BMCM
505
Bryn Mawr Capital Management
Pennsylvania
$1.82M -$307K -6,000 -14%
WLIM
506
White Lighthouse Investment Management
Massachusetts
$1.8M +$145K +2,835 +9%
DJSG
507
D.J. St. Germain
Massachusetts
$1.79M +$121K +2,368 +7%
TCM
508
Twele Capital Management
Minnesota
$1.77M +$44.7K +874 +3%
RW
509
Regimen Wealth
Georgia
$1.77M +$13.8K +269 +0.8%
EIA
510
Eldridge Investment Advisors
New Hampshire
$1.77M +$444K +8,716 +34%
WIC
511
Whitegate Investment Counselors
New Hampshire
$1.75M -$165K -3,220 -9%
RIA
512
Regal Investment Advisors
Michigan
$1.74M -$25.4K -496 -1%
JWCA
513
J.W. Cole Advisors
Florida
$1.73M +$22.6K +443 +1%
CPIG
514
Chicago Partners Investment Group
Illinois
$1.72M -$1.04M -20,658 -38%
TF
515
Theory Financial
Colorado
$1.72M +$169K +3,350 +11%
MA
516
Mutual Advisors
Nebraska
$1.72M -$2.09M -41,475 -55%
KPP
517
Kings Path Partners
Texas
$1.71M +$45.1K +882 +3%
VFIC
518
Valley Forge Investment Consultants
Pennsylvania
$1.71M +$1.27M +24,916 +294%
HP
519
Hilltop Partners
Indiana
$1.71M -$181K -3,538 -10%
CL
520
Choreo LLC
Illinois
$1.7M +$469K +9,148 +38%
SFS
521
Sowell Financial Services
Arkansas
$1.7M -$4.09K -80 -0.2%
WAL
522
W Advisors LLC
Tennessee
$1.7M -$146K -2,854 -8%
FCH
523
Freestone Capital Holdings
Washington
$1.69M -$30.9K -605 -2%
DWM
524
Drive Wealth Management
Utah
$1.69M -$225K -4,396 -12%
PB
525
Pinnacle Bancorp
Nebraska
$1.68M +$65.9K +1,289 +4%
19 20
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