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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
$608M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.61B
3
Charles Schwab
Charles Schwab
California
$1.61B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.67B
5
Northern Trust
Northern Trust
Illinois
$791M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$704M
2
SW
Simplicity Wealth
New Jersey
$0
3
IAA
Independent Advisor Alliance
North Carolina
$0
4
Jane Street
Jane Street
New York
$8.11M
5
Creative Planning
Creative Planning
Kansas
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
VP
801
Verum Partners
North Carolina
$521K +$27.5K +538 +6%
LSAG
802
Lake Street Advisors Group
New Hampshire
$520K +$72.2K +1,413 +16%
CWM
803
Cranbrook Wealth Management
Michigan
$517K +$244K +4,771 +89%
FHC
804
First Heartland Consultants
Missouri
$515K -$601K -11,768 -54%
CFFP
805
Center for Financial Planning
Michigan
$514K – – –
CAC
806
Certified Advisory Corp
Florida
$513K +$43.5K +850 +9%
RSWA
807
Robinson Smith Wealth Advisors
Maine
$513K -$28.5K -557 -5%
NJIM
808
Nabity-Jensen Investment Management
Nebraska
$512K -$6.03K -118 -1%
FIA
809
Foundations Investment Advisors
Arizona
$510K +$298K +5,837 +141%
BFA
810
Bright Financial Advisors
Michigan
$507K -$37.2K -727 -7%
KP
811
Keel Point
Alabama
$507K – – –
TCG
812
Transcendent Capital Group
Oklahoma
$507K +$4.86K +95 +1%
TGAM
813
TBH Global Asset Management
Tennessee
$506K +$207K +4,054 +69%
SCI
814
Silver Coast Investments
United States
$506K +$767 +15 +0.2%
GS
815
GTS Securities
New York
$502K +$502K +9,820 New
FFS
816
Founders Financial Securities
Maryland
$497K -$86.1K -1,685 -15%
HI
817
Horizon Investments
North Carolina
$494K -$85.7K -1,685 -15%
AAS
818
Annex Advisory Services
Wisconsin
$494K +$2.3K +45 +0.5%
TCM
819
Traynor Capital Management
Pennsylvania
$494K -$24.2K -474 -5%
AWM
820
AE Wealth Management
Kansas
$494K -$559K -10,926 -53%
SPI
821
Sutton Place Investors
New York
$492K -$511 -10 -0.1%
CPSC
822
Carl P. Sherr & Co
Massachusetts
$492K +$40.1K +785 +9%
LA
823
Lifeworks Advisors
Michigan
$491K +$491K +9,605 New
HFAS
824
Hummer Financial Advisory Services
Illinois
$491K – – –
BAMG
825
Brand Asset Management Group
Missouri
$486K +$41.7K +815 +9%
31 32
33
34 35