VTEB icon

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 %
SIS
576
Strategic Investment Solutions
Illinois
$1.3M -$38.4K -751 -3%
ECM
577
Exchange Capital Management
Michigan
$1.29M +$81K +1,585 +7%
CCA
578
Carrera Capital Advisors
Michigan
$1.29M -$659K -12,901 -34%
SCM
579
Steele Capital Management
Iowa
$1.28M +$153K +3,000 +14%
GJIA
580
Glass Jacobson Investment Advisors
Maryland
$1.28M -$96K -1,877 -7%
HIM
581
Harbour Investment Management
Washington
$1.28M – – –
SRC
582
Sage Rhino Capital
California
$1.26M -$21.1K -412 -2%
PFS
583
Prospera Financial Services
Texas
$1.25M +$24.1K +472 +2%
CWM
584
Centurion Wealth Management
Virginia
$1.25M +$1.25M +24,430 New
LWM
585
LJI Wealth Management
Indiana
$1.25M +$81.5K +1,594 +7%
ATC
586
Argent Trust Co
Tennessee
$1.24M +$224K +4,383 +22%
PA
587
Parallel Advisors
California
$1.23M +$775K +15,162 +169%
BBA
588
BLB&B Advisors
Pennsylvania
$1.23M – – –
FWP
589
Firethorn Wealth Partners
Georgia
$1.22M -$17.2K -336 -1%
CPP
590
Capasso Planning Partners
South Carolina
$1.21M +$354K +6,926 +41%
TWM
591
TriaGen Wealth Management
California
$1.19M – – –
ACP
592
Aviance Capital Partners
Florida
$1.19M -$6.39K -125 -0.5%
RIG
593
RiverFront Investment Group
Virginia
$1.18M -$282K -5,515 -19%
THCM
594
Taylor Hoffman Capital Management
Virginia
$1.18M +$1.18M +23,354 New
HNWAG
595
High Net Worth Advisory Group
Florida
$1.16M +$68K +1,330 +6%
AF
596
Apexium Financial
Texas
$1.15M +$431K +8,422 +60%
AQR Capital Management
597
AQR Capital Management
Connecticut
$1.14M +$617K +12,061 +117%
CCG
598
Catalina Capital Group
California
$1.14M -$141K -2,755 -11%
AP
599
Americana Partners
Texas
$1.14M -$476K -9,305 -29%
SI
600
Seeds Investor
New York
$1.14M +$1.14M +22,220 New
22 23
24
25 26