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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 %
PP
601
Prosperity Planning
Missouri
$1.06M +$1.06M +21,069 New
FA
602
FF Advisors
California
$1.05M +$19.9K +397 +2%
PP
603
Patron Partners
Texas
$1.04M -$42.6K -850 -4%
REMPR
604
Roof Eidam Maycock Peralta (REMP)
California
$1.03M – – –
AWM
605
AE Wealth Management
Kansas
$1.03M -$348K -6,953 -25%
CCFCSB
606
Cape Cod Five Cents Savings Bank
Massachusetts
$1.03M -$66.5K -1,328 -6%
UB
607
Umpqua Bank
Oregon
$1.02M -$241K -4,815 -19%
BAM
608
Belpointe Asset Management
Nevada
$1.02M -$84.5K -1,687 -8%
BV
609
Boxwood Ventures
Illinois
$1.02M – – –
FCBT
610
First Citizens Bank & Trust
North Carolina
$1.02M -$134K -2,669 -12%
AWAG
611
ARS Wealth Advisors Group
Florida
$1.01M – – –
FPCG
612
Forum Private Client Group
Indiana
$1.01M +$223K +4,453 +28%
HFS
613
Heritage Financial Services
Massachusetts
$1.01M – – –
IAS
614
Insigneo Advisory Services
Florida
$1.01M +$1.01M +19,798 New
DWP
615
Daymark Wealth Partners
Ohio
$1.01M +$479K +9,557 +91%
IA
616
IFG Advisory
Georgia
$1M -$116K -2,305 -10%
BB
617
Bell Bank
North Dakota
$1,000K – – –
ATC
618
Argent Trust Co
Tennessee
$998K +$24.6K +490 +3%
LIWM
619
Long Island Wealth Management
New York
$991K -$21.5K -428 -2%
FSG
620
Financial Strategies Group
Michigan
$989K +$39.6K +788 +4%
EA
621
Evolution Advisers
Virginia
$981K – – –
Qube Research & Technologies (QRT)
622
Qube Research & Technologies (QRT)
United Kingdom
$980K -$12.8K -256 -1%
CG
623
CFO4Life Group
Texas
$975K +$2.05K +41 +0.2%
FA
624
FC Advisory
Pennsylvania
$971K +$9.67K +193 +1%
NP
625
NorthRock Partners
Minnesota
$970K +$970K +19,376 New
23 24
25
26 27