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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 %
AL
701
ADE LLC
Maryland
$805K – – –
SKK
702
Shepherd Kaplan Krochuk
Massachusetts
$804K – – –
SIC
703
Sigma Investment Counselors
Michigan
$799K – – –
SEIA
704
Signature Estate & Investment Advisors
California
$799K +$3.02K +59 +0.4%
CWC
705
Carolinas Wealth Consulting
North Carolina
$795K +$62.7K +1,227 +9%
HWM
706
HB Wealth Management
Georgia
$795K +$61.1K +1,196 +8%
RTC
707
Riverview Trust Company
Washington
$794K – – –
CMA
708
Cedar Mountain Advisors
Oregon
$793K +$793K +15,516 New
EWA
709
Elevate Wealth Advisory
Georgia
$793K +$524K +10,253 +195%
PA
710
Procyon Advisors
Connecticut
$790K +$73.3K +1,434 +10%
RC
711
Roundview Capital
New Jersey
$790K – – –
NG
712
Norden Group
Utah
$785K +$128K +2,512 +20%
BDFN
713
Bond & Devick Financial Network
Minnesota
$779K -$82.8K -1,619 -10%
AIP
714
Ameritas Investment Partners
Nebraska
$772K +$7.36K +144 +1%
JCM
715
Janney Capital Management
Pennsylvania
$768K -$19.4K -380 -2%
ANBT
716
American National Bank & Trust
Texas
$762K -$24.4K -478 -3%
CCA
717
Checchi Capital Advisers
California
$746K +$26K +508 +4%
LA
718
LPF Advisors
Florida
$743K – – –
JSW
719
Journey Strategic Wealth
New Jersey
$740K +$4.65K +91 +0.6%
APWM
720
Argonautica Private Wealth Management
Massachusetts
$738K -$53.1K -1,038 -7%
BPAMU
721
BTG Pactual Asset Management US
New York
$737K +$737K +14,423 New
FIB
722
First Interstate Bank
Montana
$734K +$734K +14,355 New
LSA
723
Lansing Street Advisors
Pennsylvania
$726K -$26.5K -518 -4%
SSWM
724
Sheets Smith Wealth Management
North Carolina
$725K +$725K +14,189 New
MWA
725
Moser Wealth Advisors
Washington
$721K – – –
27 28
29
30 31