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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,049 hedge funds and large institutions have $24.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 334 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
15.21%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.25%
New
77
Increased
504
Reduced
334
Closed
73
Calls
$1.36M
Puts
$4.4M
Net Calls
-$3.04M
Net Calls Change
-$1.06M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.44B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$189M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.75B
4
Jane Street
Jane Street
New York
$82.9M
5
GM
GeoWealth Management
Illinois
$78.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$622M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.9B
3
MIS
Morningstar Investment Services
Illinois
$64.9M
4
KOC
Koss-Olinger Consulting
Florida
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$935M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIC
901
Family Investment Center
Missouri
$270K +$759 +15 +0.3%
1WA
902
180 Wealth Advisors
Washington
$269K -$10.1K -200 -4%
BAG
903
Bridgewealth Advisory Group
California
$269K – – –
KCM
904
Kanawha Capital Management
Virginia
$265K +$27.4K +542 +12%
MWM
905
Modern Wealth Management
Kansas
$265K +$265K +5,229 New
FF
906
Financial Futures
New Jersey
$264K +$264K +5,219 New
FFM
907
Forum Financial Management
Illinois
$263K +$39.3K +776 +18%
WRPWM
908
Werba Rubin Papier Wealth Management
California
$261K +$261K +5,167 New
WA
909
Wealthstream Advisors
New York
$261K +$22.3K +440 +9%
LRWA
910
Long Run Wealth Advisors
New York
$261K – – –
SMC
911
Smith, Moore & Co
Missouri
$259K – – –
HSG
912
Helen Stephens Group
Texas
$259K +$202 +4 +0.1%
SRC
913
Shufro Rose & Co
New York
$257K -$6.83K -135 -3%
DWM
914
Dakota Wealth Management
Florida
$257K -$79.4K -1,569 -24%
RWM
915
RKL Wealth Management
Pennsylvania
$257K +$1.11K +22 +0.4%
PI
916
PFG Investments
New York
$256K +$5.67K +112 +2%
SFG
917
Sather Financial Group
Texas
$255K +$255K +5,043 New
WCA
918
Waypoint Capital Advisors
Minnesota
$252K – – –
NCM
919
Northland Capital Management
Minnesota
$251K – – –
MCCA
920
Mill Creek Capital Advisors
Pennsylvania
$250K – – –
RVPG
921
Relative Value Partners Group
$250K – – –
RBFC
922
Roman Butler Fullerton & Co
Missouri
$249K +$249K +4,975 New
IIC
923
Ironwood Investment Counsel
Arizona
$248K +$248K +4,898 New
SFS
924
Strategic Financial Services
New York
$244K -$1.03M -20,343 -81%
BBA
925
Braun-Bostich & Associates
Pennsylvania
$240K +$240K +4,751 New
35 36
37
38 39