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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 %
FWP
576
Firethorn Wealth Partners
Georgia
$1.21M +$23K +459 +2%
CL
577
Choreo LLC
Illinois
$1.2M +$460K +9,208 +62%
PFS
578
Prospera Financial Services
Texas
$1.2M +$613K +12,225 +104%
WIA
579
World Investment Advisors
California
$1.2M +$652K +13,021 +120%
CAG
580
Csenge Advisory Group
Florida
$1.2M -$505K -10,079 -30%
GWM
581
Geneos Wealth Management
Colorado
$1.19M +$74K +1,476 +7%
ECM
582
Exchange Capital Management
Michigan
$1.19M +$192K +3,840 +19%
SWP
583
ShoreHaven Wealth Partners
New Jersey
$1.18M -$15.7K -313 -1%
ACP
584
Aviance Capital Partners
Florida
$1.17M +$103K +2,050 +10%
TWM
585
TriaGen Wealth Management
California
$1.17M +$89.9K +1,795 +8%
THWM
586
Taylor Hoffman Wealth Management
Virginia
$1.17M – – –
JGIA
587
Jackson Grant Investment Advisers
Connecticut
$1.16M -$10.1K -201 -0.9%
BRWA
588
B. Riley Wealth Advisors
Florida
$1.16M +$330K +6,587 +40%
LWL
589
Leo Wealth LLC
Texas
$1.15M +$9.32K +186 +0.8%
PTC
590
Private Trust Company
Ohio
$1.15M +$164K +3,273 +17%
LWM
591
LJI Wealth Management
Indiana
$1.14M +$55.6K +1,110 +5%
HWA
592
HHM Wealth Advisors
Tennessee
$1.14M -$191K -3,807 -14%
EWA
593
EverSource Wealth Advisors
Alabama
$1.13M +$56.5K +1,116 +5%
RFS
594
Richardson Financial Services
Massachusetts
$1.13M +$2.66K +53 +0.2%
LCC
595
Lincoln Capital Corp
Rhode Island
$1.11M +$80K +1,597 +8%
SCM
596
Steele Capital Management
Iowa
$1.11M +$10K +200 +0.9%
FNWM
597
Financial Network Wealth Management
Utah
$1.09M – – –
PWM
598
PBMares Wealth Management
Virginia
$1.07M +$1.07M +21,367 New
HNWAG
599
High Net Worth Advisory Group
Florida
$1.07M +$1.5K +30 +0.1%
1IA
600
1834 Investment Advisors
Wisconsin
$1.07M +$41.4K +827 +4%
22 23
24
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