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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 %
BBA
726
Braun-Bostich & Associates
Pennsylvania
$714K +$60.5K +1,183 +9%
EWS
727
Eagle Wealth Strategies
New Jersey
$712K +$2.25K +44 +0.3%
SAM
728
S.A. Mason
Michigan
$704K – – –
BP
729
BWM Planning
Texas
$704K +$704K +13,767 New
AFGAS
730
Allegiance Financial Group Advisory Services
Virginia
$700K -$112K -2,188 -14%
BIM
731
Breakwater Investment Management
Washington
$696K – – –
SMA
732
Sage Mountain Advisors
Georgia
$696K +$696K +13,609 New
NC
733
NewSquare Capital
Pennsylvania
$692K -$59.9K -1,172 -8%
GFWA
734
Grey Fox Wealth Advisors
Delaware
$690K -$258K -5,056 -27%
IWA
735
Icon Wealth Advisors
Texas
$689K +$485K +9,486 +237%
MWP
736
Madison Wealth Partners
Wisconsin
$687K +$10K +196 +1%
ZF
737
Zhang Financial
Michigan
$687K +$1.43K +28 +0.2%
NW
738
NewEdge Wealth
Pennsylvania
$686K +$181K +3,531 +36%
CCFM
739
Clear Creek Financial Management
Washington
$684K +$70.6K +1,381 +12%
BF
740
Blankinship & Foster
California
$678K +$5.21K +102 +0.8%
RFP
741
Root Financial Partners
California
$676K +$676K +13,228 New
ML
742
Mayport LLC
Massachusetts
$676K -$32.2K -630 -5%
UAG
743
United Advisor Group
Ohio
$671K -$161K -3,151 -19%
DFA
744
DHJJ Financial Advisors
Illinois
$670K -$99.4K -1,945 -13%
WOSD
745
WFA of San Diego
California
$668K +$48.2K +942 +8%
BFP
746
Brewster Financial Planning
New York
$665K +$184K +3,590 +38%
WMA
747
West Michigan Advisors
Michigan
$663K +$869 +17 +0.1%
SW
748
SlateStone Wealth
Florida
$662K +$1.79K +35 +0.3%
SCA
749
Scott Capital Advisors
Oregon
$662K +$65.7K +1,285 +11%
APIM
750
Agate Pass Investment Management
Washington
$659K +$63.5K +1,242 +11%
28 29
30
31 32