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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 %
RWP
626
Revolve Wealth Partners
New Jersey
$964K -$47.3K -943 -5%
CWM
627
Certus Wealth Management
California
$961K +$364K +7,263 +61%
PPWP
628
Proquility Private Wealth Partners
Nevada
$958K +$958K +19,124 New
EWM
629
EPG Wealth Management
Georgia
$958K -$897K -17,724 Closed
FF
630
Farrell Financial
New York
$952K +$6.62K +132 +0.7%
OL
631
Optas LLC
Texas
$949K +$18.1K +362 +2%
PWP
632
Precedent Wealth Partners
Texas
$948K +$143K +2,855 +18%
AAG
633
Armstrong Advisory Group
Massachusetts
$948K +$198K +3,956 +26%
PPW
634
Presilium Private Wealth
Pennsylvania
$947K +$21.9K +437 +2%
LGA
635
Lebenthal Global Advisors
New York
$943K -$112K -2,229 -11%
WFS
636
WealthGarden F.S.
California
$943K +$943K +18,813 New
FA
637
Fiducient Advisors
Illinois
$942K +$12.2K +243 +1%
AF
638
Advisornet Financial
Minnesota
$939K +$1.1K +22 +0.1%
SWA
639
Sax Wealth Advisors
New Jersey
$932K +$13.8K +275 +2%
GFWA
640
Grey Fox Wealth Advisors
Delaware
$929K -$102K -2,030 -10%
LAM
641
Lakewood Asset Management
Illinois
$926K +$84.7K +1,690 +10%
BWM
642
BCGM Wealth Management
Indiana
$920K +$261K +5,205 +40%
WPWM
643
Windward Private Wealth Management
Kansas
$914K +$202K +4,025 +28%
ACS
644
Archford Capital Strategies
Illinois
$905K +$16K +320 +2%
FWM
645
Fairhaven Wealth Management
Illinois
$905K +$97.6K +1,947 +12%
PA
646
PFW Advisors
Georgia
$902K -$97.6K -1,948 -10%
LFG
647
Lockerman Financial Group
California
$901K – – –
FRA
648
Frank Rimerman Advisors
California
$896K -$50 -1 -0%
EWA
649
Encompass Wealth Advisors
Oregon
$893K – – –
EA
650
Eclectic Associates
California
$888K -$1.55K -31 -0.2%
24 25
26
27 28