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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 %
FFM
926
Forum Financial Management
Illinois
$261K -$301 -6 -0.1%
DWM
927
Dakota Wealth Management
Florida
$259K +$4.36K +87 +2%
SAM
928
Summit Asset Management
Tennessee
$258K -$20K -400 -7%
LRWA
929
Long Run Wealth Advisors
New York
$258K – – –
WCA
930
Waypoint Capital Advisors
Minnesota
$258K +$8.57K +171 +3%
HSG
931
Helen Stephens Group
Texas
$256K – – –
GSEP
932
Golden State Equity Partners
California
$254K +$254K +5,065 New
LFAS
933
Level Four Advisory Services
Texas
$253K +$253K +5,049 New
MWM
934
Modern Wealth Management
Kansas
$251K -$11.4K -227 -4%
RWM
935
RKL Wealth Management
Pennsylvania
$250K -$4.16K -83 -2%
WRPWM
936
Werba Rubin Papier Wealth Management
California
$250K -$8.92K -178 -3%
RBFC
937
Roman Butler Fullerton & Co
Missouri
$250K – – –
TCM
938
TruNorth Capital Management
Michigan
$249K +$75.2K +1,500 +43%
NCM
939
Northland Capital Management
Minnesota
$249K – – –
WI
940
Wintrust Investments
Illinois
$247K -$41.2K -824 -14%
IIC
941
Ironwood Investment Counsel
Arizona
$245K – – –
MAWA
942
Moss Adams Wealth Advisors
Washington
$243K +$243K +4,839 New
SFS
943
Strategic Financial Services
New York
$242K – – –
OBWG
944
Onyx Bridge Wealth Group
New York
$242K +$50 +1 +0%
MCCA
945
Mill Creek Capital Advisors
Pennsylvania
$238K -$10.1K -201 -4%
CW
946
Cooksen Wealth
Texas
$237K – – –
B
947
Birchbrook
Maine
$237K +$39.8K +794 +20%
DADC
948
D.A. Davidson & Co
Montana
$236K -$34.2K -682 -13%
AA
949
Addison Advisors
Vermont
$234K – – –
SPWG
950
Syntegra Private Wealth Group
Missouri
$234K – – –
36 37
38
39 40