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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 %
WAAG
526
Wealth Alliance Advisory Group
Kansas
$1.68M -$22.7K -445 -1%
GA
527
GSG Advisors
New Jersey
$1.66M +$8.69K +170 +0.5%
FWIA
528
Fort Washington Investment Advisors
Ohio
$1.64M -$102K -2,000 -6%
CWA
529
Core Wealth Advisors
Florida
$1.64M -$957K -18,720 -37%
AIP
530
Almanack Investment Partners
Pennsylvania
$1.64M -$123K -2,407 -7%
AAS
531
Ameritas Advisory Services
Nebraska
$1.63M -$185K -3,627 -10%
MAC
532
Mason & Associates (California)
California
$1.63M +$394K +7,701 +32%
VBWMG
533
Von Berge Wealth Management Group
California
$1.62M +$36.8K +738 +2%
BBWP
534
Beacon Bridge Wealth Partners
Pennsylvania
$1.61M +$254K +4,964 +19%
CWS
535
Cypress Wealth Services
California
$1.61M -$6.34K -124 -0.4%
DAS
536
Diversify Advisory Services
Utah
$1.61M -$277K -5,497 -15%
FHA
537
Flagship Harbor Advisors
Massachusetts
$1.58M +$1.58M +30,856 New
HA
538
Hanover Advisors
South Carolina
$1.56M -$15.9K -311 -1%
HWA
539
HHM Wealth Advisors
Tennessee
$1.54M +$381K +7,462 +33%
PFA
540
Petra Financial Advisors
Colorado
$1.54M -$25.9K -507 -2%
MAM
541
MMA Asset Management
Pennsylvania
$1.54M +$790K +15,852 +106%
ME
542
McIlrath & Eck
Washington
$1.54M +$205K +4,013 +15%
PAA
543
Peregrine Asset Advisers
Oregon
$1.53M -$51.1K -1,000 -3%
IPW
544
Intergy Private Wealth
Colorado
$1.52M +$4.86K +95 +0.3%
WP
545
WealthShield Partners
North Carolina
$1.52M -$2.91K -57 -0.2%
JBA
546
Johnson Bixby & Associates
Washington
$1.52M +$1.89K +37 +0.1%
MSWM
547
McGlone Suttner Wealth Management
Wisconsin
$1.51M -$848K -16,590 -36%
AFS
548
Annapolis Financial Services
Maryland
$1.51M +$2.76K +54 +0.2%
CA
549
Continuum Advisory
Idaho
$1.5M +$172K +3,414 +13%
DWP
550
Daymark Wealth Partners
Ohio
$1.48M +$455K +8,909 +44%
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