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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 %
BF
651
Brucke Financial
Indiana
$1.14M +$1.14M +22,677 New
FA
652
FC Advisory
Pennsylvania
$1.14M +$158K +3,157 +16%
PTC
653
Private Trust Company
Ohio
$1.13M +$53.4K +1,066 +5%
1IA
654
1834 Investment Advisors
Wisconsin
$1.13M +$33.3K +665 +3%
FPCG
655
Forum Private Client Group
Indiana
$1.13M +$98.3K +2,023 +10%
EIA
656
Eldridge Investment Advisors
New Hampshire
$1.12M -$613K -12,238 -35%
NG
657
Northstar Group
New York
$1.12M -$185K -3,700 -14%
WA
658
WPG Advisers
Maryland
$1.12M +$1.12M +22,300 New
CWA
659
Continuum Wealth Advisors
New York
$1.12M +$44K +877 +4%
HI
660
Human Investing
Oregon
$1.11M +$78K +1,555 +8%
KBFS
661
Kohmann Bosshard Financial Services
Ohio
$1.11M +$305K +6,075 +38%
BAM
662
Belpointe Asset Management
Nevada
$1.11M -$18.3K -361 -2%
ACS
663
Archford Capital Strategies
Illinois
$1.1M +$200K +3,999 +22%
4A
664
4Wealth Advisors
Illinois
$1.09M +$1.09M +21,777 New
BHPW
665
Beverly Hills Private Wealth
California
$1.09M +$1.09M +21,667 New
FNWM
666
Financial Network Wealth Management
Utah
$1.08M -$7.26K -145 -0.7%
BC
667
Burney Company
Virginia
$1.08M +$210K +4,192 +24%
TGCMU
668
Titan Global Capital Management USA
New York
$1.07M +$27.4K +546 +3%
IAS
669
Insigneo Advisory Services
Florida
$1.07M +$30.8K +614 +3%
SW
670
Simplicity Wealth
New Jersey
$1.05M +$1.05M +21,001 New
CAG
671
Csenge Advisory Group
Florida
$1.05M -$11.9K -238 -1%
NW
672
NewEdge Wealth
Pennsylvania
$1.05M +$377K +7,530 +56%
ECM
673
Exchange Capital Management
Michigan
$1.04M -$225K -4,484 -18%
PPW
674
Presilium Private Wealth
Pennsylvania
$1.04M -$4.01K -80 -0.4%
PA
675
PFW Advisors
Georgia
$1.04M +$1.04M +20,717 New
25 26
27
28 29