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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 %
GSAM
876
Grant Street Asset Management
Pennsylvania
$516K +$516K +10,291 New
HCM
877
Hollencrest Capital Management
California
$515K -$124K -2,482 -19%
AWM
878
AE Wealth Management
Kansas
$514K +$29.3K +584 +6%
FWA
879
FSM Wealth Advisors
Ohio
$514K +$1.3K +26 +0.3%
SCI
880
Silver Coast Investments
United States
$509K +$12.7K +254 +3%
AA
881
Advisory Alpha
Michigan
$508K -$294K -5,872 -37%
MWM
882
Mission Wealth Management
California
$507K -$19.6K -391 -4%
CBT
883
Crews Bank & Trust
Florida
$505K +$505K +10,077 New
CFFP
884
Center for Financial Planning
Michigan
$504K – – –
RSWA
885
Robinson Smith Wealth Advisors
Maine
$503K – – –
TCG
886
Transcendent Capital Group
Oklahoma
$502K +$4.86K +97 +1%
JWM
887
JP Wealth Management
South Carolina
$501K +$501K +10,000 New
FHC
888
First Heartland Consultants
Missouri
$501K -$4.41K -88 -0.9%
NJIM
889
Nabity-Jensen Investment Management
Nebraska
$499K -$3.01K -60 -0.6%
KP
890
Keel Point
Alabama
$493K -$4.36K -87 -0.9%
SPI
891
Sutton Place Investors
New York
$490K +$8.17K +163 +2%
AWP
892
Ascent Wealth Partners
New York
$490K +$44.2K +881 +10%
AAS
893
Annex Advisory Services
Wisconsin
$488K +$3.01K +60 +0.6%
BFA
894
Bright Financial Advisors
Michigan
$488K -$10K -200 -2%
DE
895
Diversified Enterprises
Delaware
$486K +$48K +958 +11%
FWP
896
Falcon Wealth Planning
California
$485K +$105K +2,090 +28%
CPW
897
Catalyst Private Wealth
California
$484K +$207K +4,131 +75%
MIM
898
Moseley Investment Management
Florida
$482K -$44K -877 -8%
HFAS
899
Hummer Financial Advisory Services
Illinois
$481K – – –
Millennium Management
900
Millennium Management
New York
$480K +$207K +4,128 +76%
34 35
36
37 38