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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,209 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, 546 increasing their positions, 338 reducing their positions, and 58 closing their positions.

Holders
1,209
Holders Change
+112
Holders Change %
+10.21%
% of All Funds
16.1%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.35%
New
187
Increased
546
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.95B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$779M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$112M
4
Franklin Resources
4
Franklin Resources
California
$338M
5
Charles Schwab
5
Charles Schwab
California
$1.64B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.23B
2
WAG
2
Winthrop Advisory Group
Massachusetts
$9.98M
3
MIS
3
Morningstar Investment Services
Illinois
$7.3M
4
RWM
4
Rockwood Wealth Management
Pennsylvania
$9.12M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
51
Crestwood Advisors Group
Massachusetts
$62.3M +$2.53M +50,422 +4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$62.1M +$2.52M +50,276 +4%
Stifel Financial
53
Stifel Financial
Missouri
$61.6M -$2.93M -58,422 -5%
ACA
54
Ackerman Capital Advisors
Texas
$61.1M +$101K +2,022 +0.2%
WPC
55
Wedmont Private Capital
Pennsylvania
$60.4M +$7.66M +154,000 +15%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$60.1M +$4.09M +81,631 +7%
WPW
57
Waldron Private Wealth
Pennsylvania
$58.9M +$683K +13,618 +1%
MML Investors Services
58
MML Investors Services
Massachusetts
$56.2M +$3.6M +71,882 +7%
TSW
59
Thompson Siegel & Walmsley
Virginia
$53.9M +$3.75M +74,859 +7%
AWE
60
Avidian Wealth Enterprises
Texas
$53M +$207K +4,131 +0.4%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$51.2M -$1.35M -26,848 -3%
WFA
62
West Financial Advisors
Iowa
$50.3M +$1.76M +35,034 +4%
Goldman Sachs
63
Goldman Sachs
New York
$49.8M +$6.21M +123,902 +14%
RFC
64
Regions Financial Corp
Alabama
$48.9M -$2.48M -49,385 -5%
MG
65
Mather Group
Illinois
$48.3M +$1.17M +23,398 +2%
IWC
66
Integrated Wealth Concepts
Massachusetts
$47.4M +$7.2M +143,622 +18%
SWP
67
Sagespring Wealth Partners
Tennessee
$43.3M +$43.3M +863,953 New
BHWM
68
Beaird Harris Wealth Management
Texas
$43.2M -$4.37M -87,236 -9%
Truist Financial
69
Truist Financial
North Carolina
$42M +$12.5M +250,167 +43%
SB
70
Sunflower Bank
Texas
$40.7M -$738K -14,714 -2%
EWA
71
EP Wealth Advisors
California
$40.4M +$1.72M +34,290 +4%
Financial Engines Advisors
72
Financial Engines Advisors
California
$40M -$566K -11,288 -1%
FG
73
Foster Group
Iowa
$39.4M -$1.99M -39,747 -5%
JWA
74
JFS Wealth Advisors
Pennsylvania
$39.3M -$662K -13,199 -2%
KIM
75
Kestra Investment Management
Texas
$38.5M +$3.12M +62,228 +9%
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