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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 %
ECG
926
Edge Capital Group
Georgia
$434K +$434K +8,666 New
CFO
927
CVA Family Office
Colorado
$434K +$55.4K +1,106 +15%
BH
928
Burk Holdings
Oklahoma
$429K +$429K +8,560 New
VFG
929
Victory Financial Group
Texas
$429K +$429K +8,554 New
WG
930
Wealth Group
North Carolina
$427K -$100 -2 -0%
FNC
931
First National Corp
Massachusetts
$425K +$2.51K +50 +0.6%
GWMIA
932
Global Wealth Management Investment Advisory
Florida
$425K +$123K +2,444 +41%
TF
933
TME Financial
California
$422K +$422K +8,260 New
RDFA
934
Ritter Daniher Financial Advisory
Ohio
$421K – – –
EIP
935
Ellis Investment Partners
Pennsylvania
$419K +$4.31K +86 +1%
EFP
936
Elser Financial Planning
Indiana
$418K +$418K +8,347 New
BWM
937
BCS Wealth Management
Tennessee
$418K +$418K +8,348 New
AI
938
Accredited Investors
Minnesota
$418K +$153K +3,049 +58%
CA
939
Clune & Associates
Illinois
$416K +$416K +8,295 New
HIC
940
Holderness Investments Company
North Carolina
$413K – – –
LFA
941
Level Financial Advisors
New York
$412K +$1K +20 +0.2%
TWA
942
Trellis Wealth Advisors
California
$410K +$3.01K +60 +0.7%
DPI
943
Diversified Portfolios Inc
Michigan
$409K +$409K +8,150 New
AWM
944
Accredited Wealth Management
Kentucky
$405K +$405K +8,089 New
EWM
945
Empirical Wealth Management
Washington
$399K +$153K +3,047 +62%
GSWM
946
Golden State Wealth Management
California
$387K +$387K +7,724 New
IWN
947
Independent Wealth Network
Iowa
$380K +$2.11K +42 +0.6%
SWM
948
Seaside Wealth Management
California
$379K -$73.8K -1,473 -16%
PWM
949
Penobscot Wealth Management
Maine
$376K +$48.4K +964 +15%
P
950
Pitcairn
Pennsylvania
$375K +$375K +7,477 New
36 37
38
39 40