VTEB icon

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 %
LFG
651
Lockerman Financial Group
California
$964K +$44.9K +879 +5%
FA
652
Fiducient Advisors
Illinois
$961K – – –
LPAM
653
Lodestar Private Asset Management
California
$958K +$100K +1,960 +12%
SWA
654
Sax Wealth Advisors
New Jersey
$957K +$6.39K +125 +0.7%
LA
655
Lane & Associates
New Jersey
$957K -$718K -14,036 -43%
SWP
656
ShoreHaven Wealth Partners
New Jersey
$951K -$254K -4,973 -21%
WSFS
657
Wilmington Savings Fund Society
Delaware
$949K +$949K +18,566 New
BRWA
658
B. Riley Wealth Advisors
Florida
$945K -$238K -4,654 -20%
HCP
659
Hexagon Capital Partners
Arkansas
$944K +$105K +2,057 +13%
PI
660
PFG Investments
New York
$943K -$406K -7,951 -30%
FRA
661
Frank Rimerman Advisors
California
$942K +$27.9K +546 +3%
EA
662
Eclectic Associates
California
$931K +$25K +489 +3%
EWM
663
EPG Wealth Management
Georgia
$928K +$928K +18,147 New
EFA
664
Evernest Financial Advisors
Indiana
$926K +$35.4K +692 +4%
WFS
665
WealthGarden F.S.
California
$910K -$51.3K -1,004 -5%
LP
666
LGL Partners
Pennsylvania
$909K -$553K -10,817 -38%
ACS
667
Archford Capital Strategies
Illinois
$909K -$5.21K -103 -0.6%
PD
668
Planning Directions
Pennsylvania
$908K +$908K +17,756 New
MNBTD
669
Moody National Bank Trust Division
Texas
$903K – – –
MWM
670
Modern Wealth Management
Kansas
$898K +$642K +12,559 +251%
AAP
671
Arax Advisory Partners
Colorado
$896K +$6.6K +129 +0.7%
SWM
672
Shakespeare Wealth Management
Wisconsin
$891K +$389K +7,604 +77%
LCC
673
Lincoln Capital Corp
Rhode Island
$890K -$240K -4,703 -21%
LGA
674
Lebenthal Global Advisors
New York
$886K -$75.7K -1,480 -8%
LIG
675
Lokken Investment Group
Delaware
$886K +$49.1K +961 +6%
25 26
27
28 29