VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,210 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
187
Increased
547
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$202M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$110M
4
Franklin Resources
Franklin Resources
California
+$71.2M
5
Charles Schwab
Charles Schwab
California
+$56M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$354M
2
WAG
Winthrop Advisory Group
Massachusetts
-$71.3M
3
MIS
Morningstar Investment Services
Illinois
-$59.5M
4
RWM
Rockwood Wealth Management
Pennsylvania
-$26.9M
5
Lazard Asset Management
Lazard Asset Management
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWS
801
Eagle Wealth Strategies
New Jersey
$703K +$5.06K +101 +0.7%
AFGAS
802
Allegiance Financial Group Advisory Services
Virginia
$696K +$9.37K +187 +1%
BBA
803
Braun-Bostich & Associates
Pennsylvania
$695K -$5.46K -109 -0.8%
FCA
804
FLC Capital Advisors
California
$692K +$51.3K +1,024 +8%
MWA
805
Moser Wealth Advisors
Washington
$692K -$15K -300 -2%
BP
806
BWM Planning
Texas
$690K – – –
IWA
807
Icon Wealth Advisors
Texas
$685K +$8.77K +175 +1%
RWP
808
Revolve Wealth Partners
New Jersey
$683K -$309K -6,164 -31%
Fifth Third Bancorp
809
Fifth Third Bancorp
Ohio
$683K -$355K -7,083 -34%
BIM
810
Breakwater Investment Management
Washington
$682K – – –
GFWA
811
Grey Fox Wealth Advisors
Delaware
$681K +$5.31K +106 +0.8%
ZF
812
Zhang Financial
Michigan
$680K +$5.97K +119 +0.9%
GSEP
813
Golden State Equity Partners
California
$676K +$119K +2,374 +21%
ML
814
Mayport LLC
Massachusetts
$676K +$12.9K +257 +2%
BF
815
Blankinship & Foster
California
$672K +$7.02K +140 +1%
BWA
816
BlueChip Wealth Advisors
Georgia
$667K +$243K +4,854 +57%
RFP
817
Root Financial Partners
California
$665K +$2.21K +44 +0.3%
CAC
818
Certified Advisory Corp
Florida
$665K +$162K +3,228 +32%
CIA
819
Capital Investment Advisors
Georgia
$655K +$655K +13,058 New
SW
820
SlateStone Wealth
Florida
$651K +$2.41K +48 +0.4%
NC
821
NewSquare Capital
Pennsylvania
$649K -$29.2K -583 -4%
CLG
822
Cooperman Leon G
$645K – – –
CWI
823
Conscious Wealth Investments
Florida
$641K -$162K -3,235 -20%
NFP
824
Narus Financial Partners
Utah
$639K +$40.1K +800 +7%
LSIA
825
LaSalle St. Investment Advisors
Illinois
$638K +$4.46K +89 +0.7%
31 32
33
34 35