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 %
RC
826
Roundview Capital
New Jersey
$635K -$140K -2,785 -18%
NL
827
Navalign LLC
California
$626K +$18.6K +372 +3%
PA
828
Procyon Advisors
Connecticut
$626K -$149K -2,970 -19%
LWL
829
Leo Wealth LLC
Texas
$625K +$5.97K +119 +1%
MIAS
830
Mason Investment Advisory Services
Virginia
$623K +$45.6K +910 +8%
PFG
831
Prospect Financial Group
Virginia
$623K +$623K +12,425 New
CCFM
832
Clear Creek Financial Management
Washington
$619K -$52.1K -1,040 -8%
OC
833
Oppenheimer & Co
New York
$618K +$12.4K +247 +2%
CWM
834
Certus Wealth Management
California
$617K -$346K -6,892 -36%
CAMG
835
CWA Asset Management Group
Florida
$617K +$328K +6,546 +114%
MWP
836
Madison Wealth Partners
Wisconsin
$614K -$59.8K -1,192 -9%
GWMR
837
GC Wealth Management RIA
Massachusetts
$608K -$29.5K -588 -5%
KFP
838
Keener Financial Planning
Texas
$604K +$38.1K +760 +7%
APWM
839
Argonautica Private Wealth Management
Massachusetts
$599K -$125K -2,492 -17%
MWG
840
Martin Worley Group
Utah
$591K +$591K +11,781 New
GKIM
841
GW&K Investment Management
Massachusetts
$589K – – –
CCA
842
Clearwater Capital Advisors
Illinois
$588K +$588K +11,724 New
Jane Street
843
Jane Street
New York
$588K -$7.36M -146,833 -93%
RCM
844
Riggs Capital Management
Utah
$584K +$584K +11,649 New
FA
845
FSA Advisors
Michigan
$581K -$60.8K -1,213 -9%
DL
846
DOHJ LLC
Washington
$580K -$12.7K -254 -2%
MWA
847
Merkkuri Wealth Advisors
New York
$579K +$5.36K +107 +0.9%
O3W
848
Omni 360 Wealth
New Jersey
$576K +$235K +4,694 +69%
APIM
849
Agate Pass Investment Management
Washington
$575K -$71.2K -1,421 -11%
EFS
850
Essex Financial Services
Connecticut
$574K – – –
32 33
34
35 36