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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 %
Fiera Capital (Canada)
801
Fiera Capital (Canada)
Quebec, Canada
$476K – – –
PCS
802
Private Client Services
Kentucky
$475K +$13.7K +273 +3%
LSIA
803
LaSalle St. Investment Advisors
Illinois
$474K -$144K -2,868 -23%
BFP
804
Brewster Financial Planning
New York
$472K +$472K +9,422 New
HI
805
Hudock Inc
Pennsylvania
$469K – – –
SF
806
Synovus Financial
Georgia
$468K -$730K -14,568 -61%
HWA
807
HCR Wealth Advisors
California
$466K – – –
RT
808
Rockland Trust
Massachusetts
$465K -$109K -2,170 -19%
FNC
809
First National Corp
Massachusetts
$464K +$41K +818 +10%
AWM
810
Accurate Wealth Management
Florida
$464K – – –
FWA
811
FSM Wealth Advisors
Ohio
$460K -$65.1K -1,300 -12%
CAC
812
Certified Advisory Corp
Florida
$460K +$65.4K +1,305 +17%
RWM
813
Revisor Wealth Management
Ohio
$460K +$460K +9,187 New
PCIG
814
Partners Capital Investment Group
Massachusetts
$456K +$456K +9,095 New
SWM
815
Seaside Wealth Management
California
$452K +$452K +9,026 New
RWB
816
RMR Wealth Builders
New Jersey
$452K – – –
EIP
817
Ellis Investment Partners
Pennsylvania
$451K +$21.8K +435 +5%
PA
818
Parallel Advisors
California
$450K +$287K +5,722 +176%
MCM
819
Mattern Capital Management
Colorado
$445K -$2.56K -51 -0.6%
CPSC
820
Carl P. Sherr & Co
Massachusetts
$442K – – –
LSAG
821
Lake Street Advisors Group
New Hampshire
$439K – – –
BAMG
822
Brand Asset Management Group
Missouri
$436K +$33.9K +677 +8%
MW
823
Members Wealth
Pennsylvania
$435K +$435K +8,890 New
WG
824
Wealth Group
North Carolina
$431K -$24.9K -496 -5%
HWM
825
Horizons Wealth Management
North Carolina
$429K +$49.4K +979 +13%
31 32
33
34 35