VTEB icon

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 %
SWM
851
Sterling Wealth Management
Illinois
$364K -$7.97K -159 -2%
EFG
852
Erickson Financial Group
Pennsylvania
$364K – – –
CAM
853
Concorde Asset Management
Michigan
$361K +$361K +7,200 New
DI
854
Disciplined Investments
Oklahoma
$359K +$52.2K +1,042 +17%
LNWWM
855
Laird Norton Wetherby Wealth Management
California
$359K -$24.5K -489 -6%
ACM
856
Advisors Capital Management
New Jersey
$357K – – –
BWA
857
BlueChip Wealth Advisors
Georgia
$356K +$356K +7,098 New
WA
858
Wambolt & Associates
Colorado
$355K -$105K -2,100 -23%
ACI
859
Alpha Cubed Investments
California
$354K -$141K -2,813 -29%
Invesco
860
Invesco
Georgia
$353K +$353K +7,039 New
BWM
861
Baron Wealth Management
Michigan
$352K – – –
FTS
862
Fifth Third Securities
Ohio
$350K -$1.99M -39,712 -85%
JFG
863
JMG Financial Group
Illinois
$350K -$70.7K -1,410 -17%
WPW
864
Warther Private Wealth
Ohio
$349K +$349K +6,961 New
RRA
865
Round Rock Advisors
Connecticut
$346K – – –
SPC
866
Sigma Planning Corp
Michigan
$344K -$42.1K -841 -11%
EPP
867
ETF Portfolio Partners
Kansas
$344K – – –
GLA
868
Good Life Advisors
Pennsylvania
$343K +$16.1K +321 +5%
FC
869
Financial Council
Maryland
$342K – – –
FFP
870
FourThought Financial Partners
Florida
$337K +$337K +6,733 New
NP
871
Nilsine Partners
Colorado
$329K – – –
ACM
872
AlphaStar Capital Management
North Carolina
$327K +$327K +6,530 New
PWM
873
Penobscot Wealth Management
Maine
$326K +$20.8K +414 +7%
FWA
874
FSC Wealth Advisors
New York
$324K +$1.7K +34 +0.5%
FAM
875
Formidable Asset Management
Ohio
$323K +$323K +6,443 New
33 34
35
36 37