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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 %
BCA
851
Bray Capital Advisors
Florida
$565K +$40.1K +800 +8%
HP
852
Haven Private
Florida
$561K +$561K +11,200 New
LA
853
LM Advisors
California
$559K – – –
SL
854
SFM LLC
New Hampshire
$558K +$287K +5,734 +106%
VC
855
Veery Capital
Delaware
$553K -$75.3K -1,503 -12%
CCMI
856
Creative Capital Management Investments
California
$551K – – –
EF
857
Envision Financial
Wisconsin
$549K +$549K +10,942 New
GIA
858
Goodwin Investment Advisory
Georgia
$548K -$17.6K -351 -3%
TWM
859
Trinity Wealth Management
Pennsylvania
$547K +$547K +10,917 New
LA
860
Lifeworks Advisors
Michigan
$546K +$64.7K +1,290 +13%
FA
861
Fiducient Advisors
Illinois
$544K -$399K -7,957 -42%
KWS
862
Keystone Wealth Services
California
$543K +$5.11K +102 +1%
SWM
863
SpringVest Wealth Management
Texas
$541K +$541K +10,800 New
HIW
864
Holos Integrated Wealth
Pennsylvania
$541K +$541K +10,800 New
PAS
865
PKS Advisory Services
New York
$541K +$541K +10,797 New
LNWWM
866
Laird Norton Wetherby Wealth Management
California
$540K +$181K +3,612 +50%
RT
867
Rockland Trust
Massachusetts
$530K +$65.2K +1,300 +14%
FFS
868
Founders Financial Securities
Maryland
$526K +$38.8K +773 +8%
AFP
869
Ausdal Financial Partners
Iowa
$525K +$3.36K +67 +0.6%
HI
870
Horizon Investments
North Carolina
$525K +$38.7K +773 +8%
PRP
871
Peak Retirement Planning
Ohio
$525K +$525K +10,467 New
CFMC
872
Curbstone Financial Management Corp
New Hampshire
$524K – – –
DADC
873
D.A. Davidson & Co
Montana
$522K +$56K +1,116 +12%
WMA
874
West Michigan Advisors
Michigan
$519K -$131K -2,612 -20%
AWS
875
Aspen Wealth Strategies
Colorado
$519K +$4.76K +95 +0.9%
33 34
35
36 37