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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 %
RTL
776
Red Tortoise LLC
Georgia
$533K -$17.3K -345 -3%
MIAS
777
Mason Investment Advisory Services
Virginia
$531K +$48.3K +963 +10%
RSWA
778
Robinson Smith Wealth Advisors
Maine
$531K -$12.6K -252 -2%
AWS
779
Aspen Wealth Strategies
Colorado
$528K -$10.1K -200 -2%
RA
780
Regis Acquisition
Colorado
$528K – – –
BCA
781
Bray Capital Advisors
Florida
$525K -$60.1K -1,200 -10%
CFMC
782
Curbstone Financial Management Corp
New Hampshire
$524K – – –
USCWA
783
U.S. Capital Wealth Advisors
Texas
$518K -$90.1K -1,798 -15%
AQR Capital Management
784
AQR Capital Management
Connecticut
$516K +$516K +10,296 New
AWP
785
Ascent Wealth Partners
New York
$510K +$8.37K +167 +2%
MA
786
Montag & Associates
Georgia
$508K -$376K -7,500 -43%
TCM
787
Traynor Capital Management
Pennsylvania
$508K -$6.87K -137 -1%
NJIM
788
Nabity-Jensen Investment Management
Nebraska
$508K – – –
D
789
Diversified
Delaware
$504K +$504K +10,053 New
CFFP
790
Center for Financial Planning
Michigan
$504K -$38.3K -765 -7%
KP
791
Keel Point
Alabama
$503K -$10.5K -207 -2%
BJL
792
Brighton Jones LLC
Washington
$503K +$6.46K +129 +1%
NW
793
NewEdge Wealth
Pennsylvania
$495K +$15K +300 +3%
SCI
794
Silver Coast Investments
United States
$495K -$551 -11 -0.1%
TCG
795
Transcendent Capital Group
Oklahoma
$492K +$10.1K +201 +2%
SWM
796
Shakespeare Wealth Management
Wisconsin
$492K +$492K +9,818 New
VP
797
Verum Partners
North Carolina
$483K +$8.92K +178 +2%
SPI
798
Sutton Place Investors
New York
$482K -$65.6K -1,309 -12%
AAS
799
Annex Advisory Services
Wisconsin
$482K +$13.6K +272 +3%
HFAS
800
Hummer Financial Advisory Services
Illinois
$481K – – –
30 31
32
33 34