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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 %
EL
951
EWA LLC
Pennsylvania
$270K -$41.9K -832 -13%
AI
952
Accredited Investors
Minnesota
$270K -$4.86K -95 -2%
KSWA
953
Kathleen S. Wright Associates
Pennsylvania
$268K +$115K +2,247 +75%
KCM
954
Kanawha Capital Management
Virginia
$268K – – –
CIC
955
Cutler Investment Counsel
Oregon
$265K -$32.7K -640 -11%
SFG
956
Sovereign Financial Group
Connecticut
$265K -$4.29K -84 -2%
SAM
957
Summit Asset Management
Tennessee
$264K – – –
WCA
958
Waypoint Capital Advisors
Minnesota
$263K – – –
HSG
959
Helen Stephens Group
Texas
$261K – – –
RWM
960
RKL Wealth Management
Pennsylvania
$257K +$1.64K +32 +0.6%
TCM
961
TruNorth Capital Management
Michigan
$254K – – –
NCM
962
Northland Capital Management
Minnesota
$254K – – –
BIA
963
Barry Investment Advisors
Massachusetts
$252K +$252K +4,928 New
EWM
964
Empirical Wealth Management
Washington
$252K +$252K +4,920 New
SL
965
SWMG LLC
Texas
$249K +$249K +4,954 New
OBWG
966
Onyx Bridge Wealth Group
New York
$247K +$153 +3 +0.1%
LFAS
967
Level Four Advisory Services
Texas
$244K -$10.1K -200 -4%
B
968
Birchbrook
Maine
$241K – – –
BJL
969
Brighton Jones LLC
Washington
$239K -$274K -5,352 -53%
SPWG
970
Syntegra Private Wealth Group
Missouri
$239K – – –
FP
971
Financial Perspectives
Minnesota
$238K – – –
PIM
972
Progressive Investment Management
Oregon
$238K – – –
WAM
973
Weatherly Asset Management
California
$238K – – –
FAM
974
Family Asset Management
South Carolina
$236K -$767 -15 -0.3%
CW
975
Cooksen Wealth
Texas
$235K -$6.44K -126 -3%
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39
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