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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 %
DL
776
DOHJ LLC
Washington
$604K -$673K -13,171 -53%
IF
777
Intrua Financial
Texas
$600K -$153 -3 -0%
GKIM
778
GW&K Investment Management
Massachusetts
$600K +$600K +11,745 New
MIAS
779
Mason Investment Advisory Services
Virginia
$589K +$47.3K +926 +9%
MWA
780
Merkkuri Wealth Advisors
New York
$585K +$10.3K +202 +2%
EFS
781
Essex Financial Services
Connecticut
$578K – – –
KFP
782
Keener Financial Planning
Texas
$577K +$14.8K +289 +3%
GIA
783
Goodwin Investment Advisory
Georgia
$577K -$971 -19 -0.2%
SAI
784
Savvy Advisors Inc
New York
$570K -$65.3K -1,278 -10%
LA
785
LM Advisors
California
$570K – – –
GSEP
786
Golden State Equity Partners
California
$568K +$309K +6,054 +120%
CCMI
787
Creative Capital Management Investments
California
$561K -$341K -6,676 -38%
HI
788
Hendershot Investments
Virginia
$559K – – –
KWS
789
Keystone Wealth Services
California
$549K +$549K +10,733 New
FFM
790
Forum Financial Management
Illinois
$546K +$280K +5,482 +105%
MWM
791
Mission Wealth Management
California
$537K -$117K -2,280 -18%
MIM
792
Moseley Investment Management
Florida
$537K -$29.3K -573 -5%
BCA
793
Bray Capital Advisors
Florida
$536K – – –
CFMC
794
Curbstone Financial Management Corp
New Hampshire
$534K – – –
BMC
795
Bear Mountain Capital
Washington
$533K -$75.8K -1,493 -12%
HFA
796
Highland Financial Advisors
New Jersey
$532K -$1.57M -30,748 -75%
AFP
797
Ausdal Financial Partners
Iowa
$532K +$215K +4,209 +68%
FWA
798
FSM Wealth Advisors
Ohio
$526K +$56K +1,095 +12%
AWS
799
Aspen Wealth Strategies
Colorado
$524K -$10.2K -200 -2%
WMR
800
Wealth Management Resources
Rhode Island
$522K -$83.5K -1,634 -14%
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