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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
$693M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.5B
4
Northern Trust
Northern Trust
Illinois
$729M
5
Creative Planning
Creative Planning
Kansas
$1.28B

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.59B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.75B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$860M
5
HDIM
Hanson & Doremus Investment Management
Vermont
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
951
Financial Perspectives
Minnesota
$234K – – –
PIM
952
Progressive Investment Management
Oregon
$233K +$233K +4,656 New
WAM
953
Weatherly Asset Management
California
$233K – – –
SLA
954
Silver Lake Advisory
Utah
$233K +$1.8K +36 +0.8%
FAM
955
Family Asset Management
South Carolina
$232K +$232K +4,624 New
OFG
956
Oxford Financial Group
Indiana
$230K – – –
HCM
957
Hudson Capital Management
New Jersey
$229K +$229K +4,565 New
CFG
958
Citizens Financial Group
Rhode Island
$229K +$229K +4,563 New
CNC
959
Citizens & Northern Corp
Pennsylvania
$228K – – –
HIMC
960
Heritage Investors Management Corp
Maryland
$225K – – –
MWM
961
Mattern Wealth Management
Kansas
$225K – – –
SRC
962
Shufro Rose & Co
New York
$224K -$30.1K -601 -12%
CWAG
963
Compton Wealth Advisory Group
Virginia
$224K +$1.65K +33 +0.7%
AWA
964
Archvest Wealth Advisors
California
$222K – – –
PW
965
Peninsula Wealth
California
$222K -$4.34K -86 -2%
YIA
966
YHB Investment Advisors
Connecticut
$221K +$10K +200 +5%
GA
967
Greenspring Advisors
Maryland
$220K +$1.55K +31 +0.7%
PFM
968
Peak Financial Management
Massachusetts
$219K – – –
GDP
969
Great Diamond Partners
Maine
$219K – – –
SP
970
Sequent Planning
Nebraska
$217K – – –
MFG
971
MidWestOne Financial Group
Iowa
$216K -$601K -12,000 -74%
LB
972
Legacy Bridge
Iowa
$212K – – –
DWM
973
Diversify Wealth Management
Utah
$211K +$211K +4,155 New
SMC
974
Smith, Moore & Co
Missouri
$210K -$46.7K -932 -18%
FIA
975
Foundations Investment Advisors
Arizona
$208K -$283K -5,638 -58%
37 38
39
40 41