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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 %
WP
676
WealthShield Partners
North Carolina
$1.04M -$451K -8,996 -30%
REMPR
677
Roof Eidam Maycock Peralta (REMP)
California
$1.03M – – –
CCFCSB
678
Cape Cod Five Cents Savings Bank
Massachusetts
$1.03M – – –
NG
679
Norden Group
Utah
$1.03M +$261K +5,202 +34%
BRWA
680
B. Riley Wealth Advisors
Florida
$1.03M +$101K +2,016 +11%
DWP
681
Daymark Wealth Partners
Ohio
$1.03M -$427K -8,526 -29%
BV
682
Boxwood Ventures
Illinois
$1.02M – – –
AP
683
Americana Partners
Texas
$1.02M -$97.8K -1,950 -9%
UB
684
Umpqua Bank
Oregon
$1.01M – – –
CG
685
CFO4Life Group
Texas
$1.01M +$34.8K +694 +4%
CFGSD
686
Compass Financial Group (South Dakota)
South Dakota
$1.01M +$216K +4,307 +27%
EA
687
Evolution Advisers
Virginia
$1M – – –
HA
688
Hanover Advisors
South Carolina
$1,000K -$531K -10,584 -35%
SFS
689
Strategic Financial Services
New York
$998K +$355K +7,082 +55%
LIG
690
Lokken Investment Group
Delaware
$997K +$128K +2,550 +15%
LIWM
691
Long Island Wealth Management
New York
$997K -$1.91K -38 -0.2%
HNWAG
692
High Net Worth Advisory Group
Florida
$994K -$141K -2,809 -12%
SWM
693
Shakespeare Wealth Management
Wisconsin
$986K +$113K +2,252 +13%
CL
694
Choreo LLC
Illinois
$984K -$683K -13,615 -41%
PAA
695
Peregrine Asset Advisers
Oregon
$984K -$517K -10,320 -34%
HT
696
Headlands Technologies
Illinois
$984K +$908K +18,107 +1,188%
WFM
697
Wolff Financial Management
Michigan
$984K -$14.9K -297 -1%
MFG
698
Magnus Financial Group
New York
$982K +$382K +7,614 +64%
SWP
699
ShoreHaven Wealth Partners
New Jersey
$980K +$47.2K +941 +5%
FIA
700
Foundations Investment Advisors
Arizona
$972K +$471K +9,400 +94%
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