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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 %
BB
501
Busey Bank
Illinois
$2.19M -$377K -7,523 -15%
EGA
502
Eagle Global Advisors
Texas
$2.17M +$251K +5,010 +13%
BFA
503
Beaumont Financial Advisors
Massachusetts
$2.1M -$24.1K -480 -1%
FPF
504
First Pacific Financial
Washington
$2.08M +$224K +4,467 +12%
HPA
505
High Probability Advisors
New York
$2.07M -$1.66M -33,018 -44%
EWA
506
Evolution Wealth Advisors
Florida
$2.04M – – –
PB
507
Pinnacle Bancorp
Nebraska
$2.04M +$391K +7,808 +24%
LKBC
508
L.K. Benson & Company
Maryland
$2.02M +$2.02M +40,383 New
GMA
509
Glassy Mountain Advisors
Maryland
$2M +$54.7K +1,091 +3%
SA
510
Sincerus Advisory
New York
$2M +$2M +39,888 New
CB
511
Commerce Bank
Missouri
$1.99M +$80K +1,596 +4%
BWG
512
Beta Wealth Group
California
$1.97M +$7.57K +151 +0.4%
BWM
513
BCGM Wealth Management
Indiana
$1.97M +$525K +10,477 +36%
LWANC
514
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.95M +$61.6K +1,228 +3%
T
515
Transce3nd
Texas
$1.95M +$1.95M +38,867 New
GS
516
GTS Securities
New York
$1.95M +$1.46M +29,041 +296%
FCI
517
Financial Counselors Inc
Kansas
$1.95M +$301 +6 +0%
SIC
518
SJS Investment Consulting
Ohio
$1.94M -$46.7K -932 -2%
KCIC
519
Kuhn & Co Investment Counsel
Illinois
$1.93M +$100K +1,999 +5%
MCM
520
Mattern Capital Management
Colorado
$1.91M +$78.8K +1,571 +4%
MWP
521
Meredith Wealth Planning
Illinois
$1.9M -$99.6K -1,987 -5%
ME
522
McIlrath & Eck
Washington
$1.9M +$394K +7,859 +26%
NGA
523
Naples Global Advisors
Florida
$1.89M +$33.3K +665 +2%
SFP
524
SwitchPoint Financial Planning
Utah
$1.89M +$1.89M +37,758 New
SRC
525
Sage Rhino Capital
California
$1.88M +$645K +12,857 +52%
19 20
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