VTEB icon

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 %
WIC
576
Whitegate Investment Counselors
New Hampshire
$1.59M -$133K -2,650 -8%
RFG
577
RFP Financial Group
Georgia
$1.58M +$989K +19,722 +167%
MA
578
Mutual Advisors
Nebraska
$1.55M -$152K -3,048 -9%
MW
579
Maia Wealth
Colorado
$1.54M -$1.1M -21,832 -42%
CANC
580
Culbertson A N & Co
Virginia
$1.54M +$100K +2,000 +7%
LWA
581
LifeGoal Wealth Advisors
New York
$1.54M +$1.54M +30,714 New
OSAM
582
O'Shaughnessy Asset Management
Connecticut
$1.54M +$1.54M +30,638 New
Kovitz Investment Group Partners
583
Kovitz Investment Group Partners
Illinois
$1.53M -$298K -5,937 -16%
FCBT
584
First Citizens Bank & Trust
North Carolina
$1.53M +$421K +8,404 +38%
BWM
585
Boyd Wealth Management
California
$1.52M +$122K +2,440 +9%
PFA
586
Petra Financial Advisors
Colorado
$1.51M – – –
JBA
587
Johnson Bixby & Associates
Washington
$1.5M +$16.2K +323 +1%
SFA
588
Souders Financial Advisors
Ohio
$1.5M +$116K +2,314 +8%
FHA
589
Flagship Harbor Advisors
Massachusetts
$1.5M -$46K -917 -3%
SIG
590
Sargent Investment Group
Maryland
$1.5M +$646K +13,025 +76%
GT
591
Glenview Trust
Kentucky
$1.49M +$683K +13,628 +85%
PCMC
592
Private Capital Management (Colorado)
Colorado
$1.49M +$872K +17,387 +142%
CA
593
Continuum Advisory
Idaho
$1.48M -$11.3K -226 -0.8%
CWA
594
Core Wealth Advisors
Florida
$1.48M -$131K -2,618 -8%
FAG
595
Financial Architects (Georgia)
Georgia
$1.47M +$89K +1,775 +6%
AAS
596
Ameritas Advisory Services
Nebraska
$1.47M -$132K -2,629 -8%
LFP
597
Leeward Financial Partners
Washington
$1.45M +$65.3K +1,303 +5%
LFA
598
Legacy Financial Advisors
Kentucky
$1.45M -$354K -7,065 -20%
FWIA
599
Fort Washington Investment Advisors
Ohio
$1.43M -$176K -3,518 -11%
FA
600
FF Advisors
California
$1.42M +$74.7K +1,480 +6%
22 23
24
25 26