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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
1
Wells Fargo
California
$608M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.61B
3
Charles Schwab
3
Charles Schwab
California
$1.61B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.67B
5
Northern Trust
5
Northern Trust
Illinois
$791M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$704M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Jane Street
4
Jane Street
New York
$8.11M
5
Creative Planning
5
Creative Planning
Kansas
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
926
Lakeridge Wealth Management
Ohio
$293K -$15.8K -309 -5%
WT
927
Whittier Trust
California
$292K +$188K +3,686 +182%
YWM
928
Yardley Wealth Management
Pennsylvania
$291K +$291K +5,691 New
AP
929
Atwood & Palmer
Missouri
$291K – – –
SLA
930
Silver Lake Advisory
Utah
$290K +$53.1K +1,039 +22%
LRWA
931
Long Run Wealth Advisors
New York
$289K +$25.6K +500 +10%
CFSG
932
Clark Financial Services Group
Missouri
$288K +$288K +5,632 New
WIM
933
Westside Investment Management
California
$287K – – –
FC
934
Fairscale Capital
New Hampshire
$286K -$100K -1,962 -26%
CNC
935
Citizens & Northern Corp
Pennsylvania
$285K +$52.2K +1,022 +22%
AUB
936
Atlantic Union Bankshares
Virginia
$283K – – –
CPW
937
Catalyst Private Wealth
California
$283K -$497K -9,723 -64%
WA
938
Wealthstream Advisors
New York
$282K – – –
MWM
939
Mascoma Wealth Management
New Hampshire
$281K – – –
1WA
940
180 Wealth Advisors
Washington
$280K -$7.67K -150 -3%
BWP
941
Baldwin Wealth Partners
Massachusetts
$279K +$279K +5,465 New
HIF
942
Hill Island Financial
Michigan
$279K -$25.6K -500 -8%
AWA
943
Archvest Wealth Advisors
California
$279K +$51.1K +1,000 +22%
Millennium Management
944
Millennium Management
New York
$278K +$278K +5,444 New
AssetMark Inc
945
AssetMark Inc
California
$278K +$226K +4,427 +436%
HP
946
Holistic Planning
Texas
$278K +$278K +5,434 New
FIC
947
Family Investment Center
Missouri
$277K – – –
SL
948
SFM LLC
New Hampshire
$276K – – –
RIM
949
Redwood Investment Management
Arizona
$276K +$276K +5,393 New
BAG
950
Bridgewealth Advisory Group
California
$272K – – –
36 37
38
39 40