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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 %
PWM
901
Penobscot Wealth Management
Maine
$334K +$1.79K +35 +0.5%
BFA
902
BBJS Financial Advisors
Washington
$325K +$2.51K +49 +0.8%
BIP
903
Blueprint Investment Partners
North Carolina
$323K +$323K +6,325 New
SPC
904
Sigma Planning Corp
Michigan
$323K -$27.2K -533 -8%
MCM
905
MidAtlantic Capital Management
Virginia
$322K – – –
FFN
906
Focus Financial Network
Minnesota
$320K – – –
MAG
907
Mayfair Advisory Group
Alabama
$315K – – –
SG
908
StoneX Group
New York
$314K -$13.7K -268 -4%
GWMIA
909
Global Wealth Management Investment Advisory
Florida
$308K – – –
ST
910
Sabal Trust
Florida
$307K – – –
SFS
911
Sharp Financial Services
Pennsylvania
$307K -$102K -2,000 -25%
WFA
912
Wells Financial Advisors
Massachusetts
$307K – – –
SCA
913
Snowden Capital Advisors
New York
$305K +$256 +5 +0.1%
DWM
914
Dakota Wealth Management
Florida
$303K +$38.7K +758 +15%
WCP
915
Wick Capital Partners
Pennsylvania
$303K – – –
CA
916
Calton & Associates
Florida
$302K +$971 +19 +0.3%
FFG
917
Frisch Financial Group
New York
$302K -$51 -1 -0%
DWM
918
Dogwood Wealth Management
Kansas
$299K -$16.4K -321 -5%
FAFN
919
First Affirmative Financial Network
Colorado
$298K +$971 +19 +0.3%
NWAG
920
Net Worth Advisory Group
Utah
$298K +$298K +5,834 New
LIA
921
Lynx Investment Advisory
District of Columbia
$296K -$8.38K -164 -3%
CAMG
922
CWA Asset Management Group
Florida
$295K +$295K +5,764 New
GLA
923
Good Life Advisors
Pennsylvania
$294K -$55.2K -1,079 -16%
FCFC
924
First Citizens Financial Corp
Iowa
$294K – – –
ACG
925
Allen Capital Group
Nebraska
$294K -$34.5K -674 -11%
35 36
37
38 39