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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 %
NP
851
Nilsine Partners
Colorado
$426K +$90.1K +1,762 +27%
EIP
852
Ellis Investment Partners
Pennsylvania
$423K -$37.4K -731 -8%
WF
853
WoodTrust Financial
Wisconsin
$421K +$421K +8,233 New
HIC
854
Holderness Investments Company
North Carolina
$421K – – –
LFA
855
Level Financial Advisors
New York
$419K -$16.2K -316 -4%
TWA
856
Trellis Wealth Advisors
California
$415K +$6.14K +120 +1%
DI
857
Disciplined Investments
Oklahoma
$414K +$47.7K +934 +13%
ATPW
858
Ashton Thomas Private Wealth
Arizona
$411K -$431K -8,428 -51%
LBC
859
Lowe Brockenbrough & Co
Virginia
$409K – – –
AIM
860
Alhambra Investment Management
Florida
$409K +$102K +2,000 +33%
MA
861
Montag & Associates
Georgia
$407K -$112K -2,193 -22%
GFPC
862
Global Financial Private Client
Florida
$402K -$15.6K -305 -4%
WHCI
863
W.H. Cornerstone Investments
Massachusetts
$388K +$2.97K +58 +0.8%
FWP
864
Falcon Wealth Planning
California
$387K +$387K +7,578 New
CFO
865
CVA Family Office
Colorado
$386K +$112K +2,183 +41%
EWA
866
ERTS Wealth Advisors
Michigan
$385K -$10.2K -200 -3%
IWN
867
Independent Wealth Network
Iowa
$385K -$1.13K -22 -0.3%
MWA
868
Mills Wealth Advisors
Texas
$380K -$199K -3,893 -34%
AWA
869
Acorn Wealth Advisors
Michigan
$379K +$379K +7,412 New
PWA
870
Physician Wealth Advisors
Utah
$378K -$20.4K -401 -5%
SAW
871
Signal Advisors Wealth
Michigan
$378K +$378K +7,388 New
MC
872
Moors & Cabot
Massachusetts
$377K -$7.06K -138 -2%
VBFP
873
Valtinson Bruner Financial Planning
Minnesota
$376K – – –
CIM
874
Cambria Investment Management
California
$375K -$11.2K -220 -3%
CB
875
Centennial Bank
Arkansas
$375K -$174K -3,400 -32%
33 34
35
36 37