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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 %
CIC
901
Cutler Investment Counsel
Oregon
$292K -$26.9K -536 -8%
FAFN
902
First Affirmative Financial Network
Colorado
$291K -$15.5K -309 -5%
FCFC
903
First Citizens Financial Corp
Iowa
$288K – – –
OAM
904
Occidental Asset Management
California
$288K +$288K +5,747 New
AP
905
Atwood & Palmer
Missouri
$285K +$285K +5,691 New
1WA
906
180 Wealth Advisors
Washington
$284K +$15.6K +310 +6%
KFI
907
Key Financial Inc
Pennsylvania
$282K – – –
SEM
908
Strategic Equity Management
Arizona
$282K +$282K +5,631 New
WIM
909
Westside Investment Management
California
$281K – – –
AUB
910
Atlantic Union Bankshares
Virginia
$278K +$278K +5,542 New
WA
911
Wealthstream Advisors
New York
$276K +$17.8K +356 +7%
MWM
912
Mascoma Wealth Management
New Hampshire
$276K – – –
SAM
913
Sawgrass Asset Management
Florida
$276K – – –
FIC
914
Family Investment Center
Missouri
$272K +$5.01K +100 +2%
SL
915
SFM LLC
New Hampshire
$271K – – –
AI
916
Accredited Investors
Minnesota
$270K – – –
CFO
917
CVA Family Office
Colorado
$269K +$115K +2,296 +75%
CWM
918
Cranbrook Wealth Management
Michigan
$268K +$68.1K +1,360 +34%
BAG
919
Bridgewealth Advisory Group
California
$266K – – –
SFG
920
Sovereign Financial Group
Connecticut
$264K -$18.7K -373 -7%
EWA
921
Elevate Wealth Advisory
Georgia
$263K +$263K +5,251 New
WS
922
Wedbush Securities
California
$263K -$73.8K -1,471 -22%
KCM
923
Kanawha Capital Management
Virginia
$262K – – –
FF
924
Financial Futures
New Jersey
$261K -$200 -4 -0.1%
TNBTD
925
Trustmark National Bank Trust Department
Mississippi
$261K +$50.1K +1,000 +24%
35 36
37
38 39