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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 %
KBFS
701
Kohmann Bosshard Financial Services
Ohio
$757K +$10.1K +201 +1%
DFA
702
DHJJ Financial Advisors
Illinois
$754K +$12K +239 +2%
MAM
703
MMA Asset Management
Pennsylvania
$752K +$22.7K +453 +3%
AIP
704
Ameritas Investment Partners
Nebraska
$749K +$6.92K +138 +0.9%
LSA
705
Lansing Street Advisors
Pennsylvania
$737K +$469K +9,357 +175%
NC
706
NewSquare Capital
Pennsylvania
$737K -$134K -2,670 -15%
LA
707
LPF Advisors
Florida
$728K +$728K +14,531 New
OA
708
Operose Advisors
Wisconsin
$725K -$288K -5,738 -28%
GA
709
Greytown Advisors
Florida
$723K – – –
HCM
710
Hollencrest Capital Management
California
$722K -$3.86K -77 -0.5%
JSW
711
Journey Strategic Wealth
New Jersey
$720K -$5.61K -112 -0.8%
HWM
712
HB Wealth Management
Georgia
$719K -$194K -3,870 -21%
CWC
713
Carolinas Wealth Consulting
North Carolina
$718K +$12.6K +251 +2%
MWA
714
Moser Wealth Advisors
Washington
$707K -$30.3K -605 -4%
CCA
715
Checchi Capital Advisers
California
$706K -$69.9K -1,395 -9%
AF
716
Apexium Financial
Texas
$705K +$21.3K +425 +3%
PA
717
Procyon Advisors
Connecticut
$702K -$44.9K -896 -6%
EWS
718
Eagle Wealth Strategies
New Jersey
$696K +$3.76K +75 +0.5%
ML
719
Mayport LLC
Massachusetts
$694K -$284K -5,675 -29%
SAM
720
S.A. Mason
Michigan
$690K -$336K -6,700 -33%
CFGSD
721
Compass Financial Group (South Dakota)
South Dakota
$688K +$218K +4,358 +46%
BIM
722
Breakwater Investment Management
Washington
$682K +$35.8K +715 +6%
ZF
723
Zhang Financial
Michigan
$672K +$181K +3,610 +37%
APA
724
Astoria Portfolio Advisors
New York
$670K -$5.96K -119 -0.9%
MWP
725
Madison Wealth Partners
Wisconsin
$664K -$67.6K -1,350 -9%
27 28
29
30 31