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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 %
LFA
826
Level Financial Advisors
New York
$427K +$33.7K +673 +9%
C
827
CEDRUS
Colorado
$426K +$10.4K +207 +2%
VFIC
828
Valley Forge Investment Consultants
Pennsylvania
$425K – – –
RDFA
829
Ritter Daniher Financial Advisory
Ohio
$421K – – –
SCP
830
Stevens Capital Partners
Nebraska
$417K +$9.37K +187 +2%
HIC
831
Holderness Investments Company
North Carolina
$413K – – –
GFPC
832
Global Financial Private Client
Florida
$410K -$473K -9,445 -54%
GSWM
833
Greenup Street Wealth Management
Michigan
$408K – – –
TWA
834
Trellis Wealth Advisors
California
$401K +$401K +8,006 New
LBC
835
Lowe Brockenbrough & Co
Virginia
$401K – – –
SFS
836
Sharp Financial Services
Pennsylvania
$401K +$401K +8,000 New
NHC
837
Nicholas Hoffman & Company
Georgia
$399K +$3.06K +61 +0.8%
BIA
838
Bell Investment Advisors
California
$398K -$39.3K -785 -9%
PWA
839
Physician Wealth Advisors
Utah
$396K -$19.3K -382 -5%
AG
840
Ascent Group
Virginia
$390K -$118K -2,349 -23%
EWA
841
ERTS Wealth Advisors
Michigan
$388K -$12.8K -256 -3%
FC
842
Fairscale Capital
New Hampshire
$382K +$382K +7,563 New
HWMO
843
Heritage Wealth Management (Ohio)
Ohio
$380K +$380K +7,565 New
CIM
844
Cambria Investment Management
California
$379K +$8.17K +163 +2%
IWN
845
Independent Wealth Network
Iowa
$379K +$1.55K +31 +0.4%
WHCI
846
W.H. Cornerstone Investments
Massachusetts
$377K +$2.91K +58 +0.8%
TWA
847
TCI Wealth Advisors
Arizona
$376K +$9.77K +195 +3%
MC
848
Moors & Cabot
Massachusetts
$376K – – –
AFA
849
American Financial Advisors
Georgia
$375K -$6.46K -129 -2%
VBFP
850
Valtinson Bruner Financial Planning
Minnesota
$369K – – –
32 33
34
35 36