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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 %
LFRG
526
Lazard Frères Gestion
France
$1.88M – – –
CW
527
CreativeOne Wealth
Kansas
$1.86M -$12.3K -246 -0.7%
GBFP
528
Golden Bell Financial Planning
Georgia
$1.85M +$1.85M +36,988 New
BDF
529
Black Diamond Financial
Maryland
$1.85M – – –
HP
530
Hilltop Partners
Indiana
$1.85M +$176K +3,503 +10%
NA
531
Note Advisors
New York
$1.84M +$1.84M +36,750 New
EWA
532
EverSource Wealth Advisors
Alabama
$1.84M +$742K +14,807 +68%
WAG
533
Wheelhouse Advisory Group
Missouri
$1.83M -$167K -3,337 -8%
RWM
534
Rialto Wealth Management
New York
$1.82M +$1.82M +36,370 New
MC
535
Middleton & Co
Massachusetts
$1.82M – – –
EB
536
Emprise Bank
Kansas
$1.82M – – –
SI
537
Stephens Inc
Arkansas
$1.81M -$5.26K -105 -0.3%
MSWM
538
McGlone Suttner Wealth Management
Wisconsin
$1.81M +$326K +6,498 +22%
HWP
539
Highline Wealth Partners
California
$1.81M +$6.32K +126 +0.4%
WLIM
540
White Lighthouse Investment Management
Massachusetts
$1.79M +$25.1K +500 +1%
TCM
541
Twele Capital Management
Minnesota
$1.79M +$51.2K +1,021 +3%
GRP
542
Global Retirement Partners
California
$1.79M -$838K -16,717 -32%
BMCM
543
Bryn Mawr Capital Management
Pennsylvania
$1.78M +$201 +4 +0%
AQR Capital Management
544
AQR Capital Management
Connecticut
$1.78M +$655K +13,060 +58%
FCH
545
Freestone Capital Holdings
Washington
$1.78M +$118K +2,347 +7%
VFIC
546
Valley Forge Investment Consultants
Pennsylvania
$1.77M +$92.2K +1,839 +6%
HWA
547
HHM Wealth Advisors
Tennessee
$1.76M +$244K +4,862 +16%
RW
548
Regimen Wealth
Georgia
$1.75M +$18.3K +365 +1%
AWA
549
Aletheian Wealth Advisors
Washington
$1.75M -$96.2K -1,919 -5%
JBW
550
Journey Beyond Wealth
Georgia
$1.75M +$1.75M +34,881 New
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