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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 %
FCA
751
FLC Capital Advisors
California
$598K -$1.35M -27,028 -69%
FAIM
752
Financial Advocates Investment Management
Washington
$596K -$45.7K -912 -7%
WMR
753
Wealth Management Resources
Rhode Island
$594K -$208K -4,149 -26%
LCWP
754
Legacy Capital Wealth Partners
Arkansas
$593K +$593K +11,835 New
RFG
755
RFP Financial Group
Georgia
$591K -$166K -3,318 -22%
IF
756
Intrua Financial
Texas
$589K +$150 +3 +0%
MFG
757
Magnus Financial Group
New York
$589K +$589K +11,745 New
SCA
758
Scott Capital Advisors
Oregon
$586K +$74.4K +1,481 +15%
APIM
759
Agate Pass Investment Management
Washington
$584K +$18.6K +372 +3%
EFS
760
Essex Financial Services
Connecticut
$579K +$252K +4,995 +77%
FFS
761
Founders Financial Securities
Maryland
$572K -$72.7K -1,450 -11%
HI
762
Horizon Investments
North Carolina
$569K -$13.4K -269 -2%
MWA
763
Mills Wealth Advisors
Texas
$568K -$84.6K -1,689 -13%
AWM
764
Avaii Wealth Management
Wisconsin
$568K +$31.4K +627 +6%
GIA
765
Goodwin Investment Advisory
Georgia
$566K -$83.9K -1,674 -13%
MWA
766
Merkkuri Wealth Advisors
New York
$564K +$564K +11,249 New
NL
767
Navalign LLC
California
$560K +$225K +4,499 +67%
LA
768
LM Advisors
California
$559K – – –
GT
769
Glenview Trust
Kentucky
$558K -$8.97K -179 -2%
MIM
770
Moseley Investment Management
Florida
$555K -$26.7K -533 -5%
KFP
771
Keener Financial Planning
Texas
$551K +$65.1K +1,301 +13%
AC
772
Abbrea Capital
California
$549K – – –
HI
773
Hendershot Investments
Virginia
$548K – – –
CB
774
Centennial Bank
Arkansas
$538K – – –
BFA
775
Bright Financial Advisors
Michigan
$534K +$702 +14 +0.1%
29 30
31
32 33