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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 %
EFG
876
Erickson Financial Group
Pennsylvania
$375K +$3.43K +67 +0.9%
HPM
877
Hoxton Planning & Management
West Virginia
$373K +$373K +7,304 New
SWM
878
Sterling Wealth Management
Illinois
$371K – – –
HWMO
879
Heritage Wealth Management (Ohio)
Ohio
$370K -$16.6K -325 -4%
TFG
880
Tull Financial Group
Virginia
$370K +$370K +7,232 New
RF
881
RHS Financial
California
$368K +$368K +7,203 New
AG
882
Ascent Group
Virginia
$367K -$31.1K -608 -8%
LNWWM
883
Laird Norton Wetherby Wealth Management
California
$366K +$665 +13 +0.2%
ACM
884
Advisors Capital Management
New Jersey
$364K – – –
WA
885
Wambolt & Associates
Colorado
$363K – – –
LGWM
886
Litman Gregory Wealth Management
California
$362K +$362K +7,084 New
KFGK
887
Keystone Financial Group (Kentucky)
Kentucky
$361K +$361K +7,057 New
ACI
888
Alpha Cubed Investments
California
$361K – – –
AFA
889
American Financial Advisors
Georgia
$358K -$23.8K -465 -6%
JFG
890
JMG Financial Group
Illinois
$356K -$1.13K -22 -0.3%
WPW
891
Warther Private Wealth
Ohio
$356K – – –
OAM
892
Occidental Asset Management
California
$354K +$60.7K +1,187 +21%
AIA
893
Accelerate Investment Advisors
California
$354K +$354K +6,918 New
RRA
894
Round Rock Advisors
Connecticut
$353K – – –
RPSA
895
Richard P. Slaughter Associates
Texas
$351K +$351K +6,871 New
EPP
896
ETF Portfolio Partners
Kansas
$350K – – –
FC
897
Financial Council
Maryland
$349K – – –
O3W
898
Omni 360 Wealth
New Jersey
$348K +$31.6K +619 +10%
CAM
899
Concorde Asset Management
Michigan
$339K -$29.2K -572 -8%
FWA
900
FSC Wealth Advisors
New York
$339K +$8.03K +157 +2%
34 35
36
37 38