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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 %
FF
701
Farrell Financial
New York
$969K +$4.96K +99 +0.5%
MFG
702
MidWestOne Financial Group
Iowa
$968K +$752K +15,000 +348%
WIA
703
Wetzel Investment Advisors
Indiana
$967K -$19.3K -384 -2%
EA
704
Eclectic Associates
California
$962K +$48.7K +972 +5%
LPAM
705
Lodestar Private Asset Management
California
$961K +$21.2K +422 +2%
LFG
706
Lockerman Financial Group
California
$960K +$13.9K +278 +1%
MGIA
707
Moneta Group Investment Advisors
Missouri
$955K -$45.1K -899 -5%
RFS
708
Richardson Financial Services
Massachusetts
$948K -$1.31M -26,034 -58%
HCP
709
Hexagon Capital Partners
Arkansas
$947K +$21.4K +427 +2%
SWA
710
Sax Wealth Advisors
New Jersey
$947K +$8.57K +171 +0.9%
WFA
711
Wells Financial Advisors
Massachusetts
$946K +$646K +12,880 +215%
CIC
712
Cutler Investment Counsel
Oregon
$946K +$686K +13,689 +264%
FAIM
713
Financial Advocates Investment Management
Washington
$946K +$147K +2,937 +18%
UAG
714
United Advisor Group
Ohio
$943K +$285K +5,679 +43%
EFA
715
Evernest Financial Advisors
Indiana
$940K +$31.8K +635 +4%
PI
716
PFG Investments
New York
$938K +$13.7K +273 +1%
BPAMU
717
BTG Pactual Asset Management US
New York
$931K +$213K +4,278 +30%
WSFS
718
Wilmington Savings Fund Society
Delaware
$930K -$802 -16 -0.1%
STFP
719
Signal Tree Financial Partners
Ohio
$927K +$927K +18,494 New
C
720
Croban
Ohio
$927K +$927K +18,493 New
FRA
721
Frank Rimerman Advisors
California
$924K – – –
CCM
722
Crabel Capital Management
California
$914K -$1.08M -21,531 -54%
PFS
723
Prospect Financial Services
New York
$908K +$63.5K +1,267 +8%
Prudential Financial
724
Prudential Financial
New Jersey
$902K -$2.76M -55,123 -75%
PD
725
Planning Directions
Pennsylvania
$899K +$9.37K +187 +1%
27 28
29
30 31