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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 %
CLG
751
Cooperman Leon G
$658K – – –
WWM
752
Western Wealth Management
Colorado
$656K +$1.48K +29 +0.2%
SFS
753
Strategic Financial Services
New York
$655K +$409K +8,000 +166%
FA
754
FSA Advisors
Michigan
$654K -$20.8K -407 -3%
FCA
755
FLC Capital Advisors
California
$653K +$43.6K +853 +7%
HCM
756
Hollencrest Capital Management
California
$652K -$83.9K -1,642 -11%
CKAIS
757
Christensen King & Associates Investment Services
Washington
$651K +$409 +8 +0.1%
GWMR
758
GC Wealth Management RIA
Massachusetts
$650K +$650K +12,715 New
LSIA
759
LaSalle St. Investment Advisors
Illinois
$646K +$163K +3,195 +34%
SCP
760
Stevens Capital Partners
Nebraska
$642K +$216K +4,225 +51%
VC
761
Veery Capital
Delaware
$641K +$665 +13 +0.1%
QPWM
762
Quadrant Private Wealth Management
Pennsylvania
$641K -$243K -4,747 -27%
LWL
763
Leo Wealth LLC
Texas
$632K -$540K -10,566 -46%
WT
764
Washington Trust
Rhode Island
$629K – – –
PCMC
765
Private Capital Management (Colorado)
Colorado
$626K -$25.3K -495 -4%
APA
766
Astoria Portfolio Advisors
New York
$625K -$52.9K -1,043 -8%
PA
767
Pineridge Advisors
Missouri
$620K -$159K -3,107 -20%
NL
768
Navalign LLC
California
$620K +$47.8K +936 +8%
OC
769
Oppenheimer & Co
New York
$617K -$171K -3,352 -22%
SIG
770
Spinnaker Investment Group
California
$617K -$55.9K -1,093 -8%
RTL
771
Red Tortoise LLC
Georgia
$616K +$72.5K +1,419 +13%
MFG
772
Magnus Financial Group
New York
$612K +$12K +234 +2%
NFP
773
Narus Financial Partners
Utah
$611K – – –
LCWP
774
Legacy Capital Wealth Partners
Arkansas
$611K +$5.73K +112 +0.9%
RFG
775
RFP Financial Group
Georgia
$605K +$2.05K +40 +0.3%
29 30
31
32 33