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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 %
LA
626
LVW Advisors
New York
$1.28M -$3.81M -75,994 -75%
HFS
627
Heritage Financial Services
Massachusetts
$1.27M +$265K +5,278 +26%
WS
628
Wedbush Securities
California
$1.27M -$7.92K -158 -0.6%
AR
629
Apeiron RIA
Texas
$1.25M +$438K +8,744 +54%
HIM
630
Harbour Investment Management
Washington
$1.25M – – –
PG
631
Proffitt & Goodson
Tennessee
$1.24M +$140K +2,794 +13%
CWM
632
Centurion Wealth Management
Virginia
$1.24M +$12.9K +257 +1%
MPW
633
Magnolia Private Wealth
Pennsylvania
$1.23M +$1.23M +24,560 New
VP
634
Verisail Partners
Georgia
$1.23M +$1.23M +24,544 New
AWAG
635
ARS Wealth Advisors Group
Florida
$1.22M +$201K +4,000 +20%
AAG
636
Armstrong Advisory Group
Massachusetts
$1.21M +$129K +2,583 +12%
BBA
637
BLB&B Advisors
Pennsylvania
$1.21M – – –
JWCA
638
J.W. Cole Advisors
Florida
$1.21M -$489K -9,754 -29%
BFP
639
Brewster Financial Planning
New York
$1.21M +$554K +11,058 +85%
CA
640
Claro Advisors
Massachusetts
$1.21M +$119K +2,365 +11%
FWP
641
Firethorn Wealth Partners
Georgia
$1.19M -$802 -16 -0.1%
CCA
642
Carrera Capital Advisors
Michigan
$1.18M -$85.9K -1,713 -7%
TWM
643
TriaGen Wealth Management
California
$1.17M – – –
CCG
644
Catalina Capital Group
California
$1.16M +$38.8K +774 +3%
RIG
645
RiverFront Investment Group
Virginia
$1.15M – – –
YWM
646
Yardley Wealth Management
Pennsylvania
$1.15M +$864K +17,073 +300%
THCM
647
Taylor Hoffman Capital Management
Virginia
$1.14M -$27K -538 -2%
WIA
648
World Investment Advisors
California
$1.14M -$137K -2,740 -11%
ACP
649
Aviance Capital Partners
Florida
$1.14M -$26.1K -520 -2%
LAM
650
Lakewood Asset Management
Illinois
$1.14M +$66.1K +1,319 +6%
24 25
26
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