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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 %
RZH
551
Relyea Zuckerberg Hanson
Connecticut
$1.74M +$335K +6,684 +24%
SSW
552
Stone Summit Wealth
Florida
$1.74M -$155K -3,100 -8%
MWM
553
Modern Wealth Management
Kansas
$1.73M +$850K +16,954 +97%
ATPW
554
Ashton Thomas Private Wealth
Arizona
$1.73M +$1.32M +26,413 +329%
EFG
555
Everhart Financial Group
Ohio
$1.71M -$111K -2,214 -6%
CIBC Private Wealth Group
556
CIBC Private Wealth Group
Georgia
$1.7M +$406K +8,140 +31%
PFA
557
Pure Financial Advisors
California
$1.7M -$366K -7,306 -18%
TF
558
Theory Financial
Colorado
$1.69M -$25.6K -510 -1%
DWM
559
Drive Wealth Management
Utah
$1.67M +$21.7K +432 +1%
SFG
560
Snider Financial Group
Washington
$1.67M -$390K -7,783 -19%
KPP
561
Kings Path Partners
Texas
$1.65M -$28.7K -572 -2%
KW
562
Keyvantage Wealth
Pennsylvania
$1.65M +$1.65M +32,929 New
MAC
563
Mason & Associates (California)
California
$1.65M +$51K +1,018 +3%
WAAG
564
Wealth Alliance Advisory Group
Kansas
$1.64M – – –
FGWP
565
Founders Grove Wealth Partners
Virginia
$1.64M +$1.64M +32,650 New
GA
566
GSG Advisors
New Jersey
$1.64M +$13.1K +261 +0.8%
AIS
567
Accredited Investor Services
Minnesota
$1.62M +$1.62M +32,316 New
SIS
568
Strategic Investment Solutions
Illinois
$1.62M +$289K +5,542 +22%
DJSG
569
D.J. St. Germain
Massachusetts
$1.62M -$142K -2,827 -8%
OHWA
570
Oak Hill Wealth Advisors
Virginia
$1.61M +$1.61M +32,094 New
AIP
571
Almanack Investment Partners
Pennsylvania
$1.6M -$6.67K -133 -0.4%
EFG
572
Ethos Financial Group
Pennsylvania
$1.6M +$1.6M +31,861 New
BBWP
573
Beacon Bridge Wealth Partners
Pennsylvania
$1.6M +$17.8K +356 +1%
RIA
574
Regal Investment Advisors
Michigan
$1.59M -$113K -2,248 -7%
CWS
575
Cypress Wealth Services
California
$1.59M +$11.2K +223 +0.7%
21 22
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