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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 %
TGCMU
651
Titan Global Capital Management USA
New York
$888K +$66.8K +1,334 +8%
MNBTD
652
Moody National Bank Trust Division
Texas
$885K – – –
CCMI
653
Creative Capital Management Investments
California
$885K +$7.97K +159 +0.9%
MFIM
654
Mesirow Financial Investment Management
Illinois
$879K +$6.82K +136 +0.8%
SIG
655
Sargent Investment Group
Maryland
$875K -$27.9K -556 -3%
EFA
656
Evernest Financial Advisors
Indiana
$873K -$82.4K -1,644 -9%
AAP
657
Arax Advisory Partners
Colorado
$872K +$20.3K +405 +2%
UCFA
658
United Capital Financial Advisors
Texas
$870K +$49.2K +981 +6%
KAM
659
Kraft Asset Management
Tennessee
$866K – – –
QPWM
660
Quadrant Private Wealth Management
Pennsylvania
$866K +$488K +9,748 +129%
TF
661
Tenon Financial
New Jersey
$862K +$12K +239 +1%
BC
662
Brio Consultants
California
$857K +$11.1K +221 +1%
OFG
663
Orcam Financial Group
California
$851K – – –
HIGP
664
Hill Investment Group Partners
Missouri
$845K -$17K -337 -2%
BDFN
665
Bond & Devick Financial Network
Minnesota
$844K +$59.8K +1,194 +8%
SEP
666
Southland Equity Partners
Missouri
$842K – – –
LPAM
667
Lodestar Private Asset Management
California
$841K -$15K -299 -2%
CPP
668
Capasso Planning Partners
South Carolina
$840K +$301 +6 +0%
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$839K +$775K +15,471 +1,218%
LL
670
LPWM LLC
Minnesota
$835K +$32K +637 +4%
WIA
671
Wetzel Investment Advisors
Indiana
$833K – – –
CA
672
Claro Advisors
Massachusetts
$832K +$443K +8,833 +114%
PFS
673
Prospect Financial Services
New York
$828K +$458K +9,132 +124%
PG
674
Proffitt & Goodson
Tennessee
$827K +$73.8K +1,472 +10%
ATPW
675
Ashton Thomas Private Wealth
Arizona
$825K -$43.1K -860 -5%
25 26
27
28 29