VTEB icon

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 %
SF
901
Synovus Financial
Georgia
$476K -$470K -9,375 -50%
AWM
902
Act Wealth Management
Texas
$476K – – –
Fiera Capital (Canada)
903
Fiera Capital (Canada)
Quebec, Canada
$476K +$476K +9,500 New
VP
904
Verum Partners
North Carolina
$475K -$35.7K -712 -7%
SAM
905
Sawgrass Asset Management
Florida
$473K – – –
ALA
906
Atlas Legacy Advisors
California
$472K +$472K +9,416 New
HI
907
Hudock Inc
Pennsylvania
$469K – – –
NHC
908
Nicholas Hoffman & Company
Georgia
$466K +$4.86K +97 +1%
HWA
909
HCR Wealth Advisors
California
$466K – – –
PA
910
Pineridge Advisors
Missouri
$465K -$143K -2,854 -24%
DFA
911
DHJJ Financial Advisors
Illinois
$465K -$192K -3,828 -29%
QCM
912
Quantinno Capital Management
New York
$464K +$464K +9,261 New
KHC
913
Koesten Hirschmann & Crabtree
Kansas
$462K +$430K +8,570 +1,318%
RWM
914
Revisor Wealth Management
Ohio
$461K -$921K -18,374 -67%
BAMG
915
Brand Asset Management Group
Missouri
$459K -$17.7K -354 -4%
DI
916
Disciplined Investments
Oklahoma
$457K +$50.3K +1,004 +12%
VI
917
VanderPol Investments
Michigan
$453K -$496K -9,893 -52%
RWB
918
RMR Wealth Builders
New Jersey
$452K – – –
HWM
919
Horizons Wealth Management
North Carolina
$452K +$25K +498 +6%
RBFC
920
Roman Butler Fullerton & Co
Missouri
$450K +$1.56K +31 +0.3%
CF
921
Conquis Financial
California
$448K +$448K +8,938 New
AWM
922
Accurate Wealth Management
Florida
$445K -$150 -3 -0%
NP
923
Nilsine Partners
Colorado
$444K +$26.2K +523 +6%
ANBT
924
American National Bank & Trust
Texas
$444K -$303K -6,048 -41%
KCM
925
Kendall Capital Management
Maryland
$441K +$441K +8,795 New
35 36
37
38 39