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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 %
IA
626
IFG Advisory
Georgia
$1.04M +$13.1K +257 +1%
IC
627
IEQ Capital
California
$1.04M +$206K +4,029 +25%
AWAG
628
ARS Wealth Advisors Group
Florida
$1.04M – – –
CCFCSB
629
Cape Cod Five Cents Savings Bank
Massachusetts
$1.03M -$15K -293 -1%
HFS
630
Heritage Financial Services
Massachusetts
$1.03M -$1.64K -32 -0.2%
BB
631
Bell Bank
North Dakota
$1.02M – – –
EA
632
Evolution Advisers
Virginia
$1.02M +$19.2K +375 +2%
MGIA
633
Moneta Group Investment Advisors
Missouri
$1.02M -$964K -18,867 -49%
WFM
634
Wolff Financial Management
Michigan
$1.02M +$1.02M +19,926 New
LIWM
635
Long Island Wealth Management
New York
$1.02M +$7.41K +145 +0.7%
Kovitz Investment Group Partners
636
Kovitz Investment Group Partners
Illinois
$1.01M -$5.94M -214,454 -85%
RWP
637
Revolve Wealth Partners
New Jersey
$1.01M +$28.3K +554 +3%
WIA
638
Wetzel Investment Advisors
Indiana
$1.01M +$164K +3,202 +19%
OL
639
Optas LLC
Texas
$1M +$33.6K +658 +3%
Qube Research & Technologies (QRT)
640
Qube Research & Technologies (QRT)
United Kingdom
$1M +$1.38K +27 +0.1%
FA
641
FC Advisory
Pennsylvania
$997K +$6.03K +118 +0.6%
CG
642
CFO4Life Group
Texas
$995K +$102 +2 +0%
ACM
643
AlphaStar Capital Management
North Carolina
$987K +$653K +12,778 +196%
CWM
644
Certus Wealth Management
California
$981K – – –
PPWP
645
Proquility Private Wealth Partners
Nevada
$978K – – –
WPWM
646
Windward Private Wealth Management
Kansas
$973K +$40.1K +784 +4%
CFGS
647
Concourse Financial Group Securities
Alabama
$972K -$460K -8,991 -32%
FF
648
Farrell Financial
New York
$972K +$11.3K +224 +1%
VI
649
VanderPol Investments
Michigan
$967K -$337K -6,588 -26%
SF
650
Synovus Financial
Georgia
$965K +$488K +9,543 +102%
24 25
26
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