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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 %
PSA
526
Plum Street Advisors
Louisiana
$1.52M -$627K -12,517 -29%
TA
527
TPG Advisors
Illinois
$1.51M +$1.51M +30,110 New
KWM
528
Kingsview Wealth Management
Oregon
$1.5M +$482K +9,622 +47%
WP
529
WealthShield Partners
North Carolina
$1.49M -$21.8K -435 -1%
IPW
530
Intergy Private Wealth
Colorado
$1.49M -$53.8K -1,073 -3%
JBA
531
Johnson Bixby & Associates
Washington
$1.48M +$8.07K +161 +0.5%
AFS
532
Annapolis Financial Services
Maryland
$1.48M – – –
CW
533
CreativeOne Wealth
Kansas
$1.46M -$8.27K -165 -0.6%
Fifth Third Bancorp
534
Fifth Third Bancorp
Ohio
$1.45M +$1.45M +28,890 New
LWANC
535
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.44M +$7.87K +157 +0.6%
LP
536
LGL Partners
Pennsylvania
$1.43M +$26K +519 +2%
PWP
537
PrairieView Wealth Partners
Illinois
$1.43M -$1.5M -29,952 -51%
PHWM
538
Pine Harbor Wealth Management
Maryland
$1.43M – – –
RIG
539
RiverFront Investment Group
Virginia
$1.43M – – –
PF
540
Penney Financial
Texas
$1.42M -$9.37K -187 -0.7%
BFG
541
Bouchey Financial Group
New York
$1.42M – – –
TVM
542
True Vision MN
Minnesota
$1.41M -$103K -2,056 -7%
CFGS
543
Concourse Financial Group Securities
Alabama
$1.4M +$208K +4,146 +17%
AWAP
544
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.4M – – –
BWP
545
Bernardo Wealth Planning
Pennsylvania
$1.4M +$642K +12,807 +85%
CFA
546
Cahill Financial Advisors
Minnesota
$1.39M -$22.8K -454 -2%
FB
547
Fulton Bank
Pennsylvania
$1.38M +$1.38M +27,598 New
SFA
548
Souders Financial Advisors
Ohio
$1.37M +$105K +2,095 +8%
NG
549
Northstar Group
New York
$1.37M -$112K -2,228 -8%
JIR
550
James Investment Research
Ohio
$1.36M +$879K +17,551 +183%
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