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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 %
ACG
876
Allen Capital Group
Nebraska
$322K -$381K -7,606 -54%
SG
877
StoneX Group
New York
$322K -$55.9K -1,116 -15%
VF
878
Vawter Financial
Ohio
$317K – – –
FFN
879
Focus Financial Network
Minnesota
$317K -$230K -4,554 -42%
BFA
880
BBJS Financial Advisors
Washington
$316K +$316K +6,305 New
MCM
881
MidAtlantic Capital Management
Virginia
$316K – – –
EL
882
EWA LLC
Pennsylvania
$313K -$58.8K -1,165 -16%
MAG
883
Mayfair Advisory Group
Alabama
$312K – – –
AFP
884
Ausdal Financial Partners
Iowa
$310K -$2.86K -57 -0.9%
O3W
885
Omni 360 Wealth
New Jersey
$310K +$5.96K +119 +2%
TCWA
886
Turtle Creek Wealth Advisors
Texas
$309K -$792K -15,813 -72%
DWM
887
Dogwood Wealth Management
Kansas
$309K +$23.7K +472 +8%
CIA
888
Compass Ion Advisors
Pennsylvania
$308K +$9.11K +180 +3%
LWM
889
Lakeridge Wealth Management
Ohio
$303K -$13.9K -277 -4%
GWMIA
890
Global Wealth Management Investment Advisory
Florida
$302K +$1.7K +34 +0.6%
ST
891
Sabal Trust
Florida
$301K – – –
WFA
892
Wells Financial Advisors
Massachusetts
$301K – – –
AIM
893
Alhambra Investment Management
Florida
$301K +$301K +6,000 New
SCA
894
Snowden Capital Advisors
New York
$299K -$79.9K -1,594 -21%
HIF
895
Hill Island Financial
Michigan
$299K -$69K -1,377 -19%
LIA
896
Lynx Investment Advisory
District of Columbia
$298K +$298K +5,956 New
WCP
897
Wick Capital Partners
Pennsylvania
$297K +$297K +5,920 New
FFG
898
Frisch Financial Group
New York
$296K -$401 -8 -0.1%
CA
899
Calton & Associates
Florida
$295K +$16.9K +337 +6%
TGAM
900
TBH Global Asset Management
Tennessee
$293K -$818K -16,322 -74%
34 35
36
37 38