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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 %
PWA
951
Physician Wealth Advisors
Utah
$375K +$1.6K +32 +0.4%
OBWG
952
Onyx Bridge Wealth Group
New York
$375K +$133K +2,649 +55%
AIA
953
Accelerate Investment Advisors
California
$374K +$27.6K +550 +8%
WTFG
954
Wood Tarver Financial Group
Idaho
$374K +$374K +7,478 New
RIM
955
Redwood Investment Management
Arizona
$372K +$102K +2,026 +38%
BIA
956
Bell Investment Advisors
California
$370K -$48.5K -967 -12%
MC
957
Moors & Cabot
Massachusetts
$369K – – –
CIM
958
Cambria Investment Management
California
$369K +$1.2K +24 +0.3%
VBFP
959
Valtinson Bruner Financial Planning
Minnesota
$369K – – –
HPM
960
Hoxton Planning & Management
West Virginia
$368K +$2.31K +46 +0.6%
LA
961
Lane & Associates
New Jersey
$368K -$570K -11,379 -61%
EWA
962
ERTS Wealth Advisors
Michigan
$368K -$10K -200 -3%
CB
963
Centennial Bank
Arkansas
$368K – – –
AG
964
Ascent Group
Virginia
$367K +$7.47K +149 +2%
WMN
965
Wealth Management Nebraska
Nebraska
$366K +$366K +7,296 New
SWM
966
Sterling Wealth Management
Illinois
$364K – – –
EFG
967
Erickson Financial Group
Pennsylvania
$364K -$3.36K -67 -0.9%
HWMO
968
Heritage Wealth Management (Ohio)
Ohio
$363K – – –
LRWA
969
Long Run Wealth Advisors
New York
$358K +$75.1K +1,498 +27%
WA
970
Westfuller Advisors
New York
$358K +$358K +7,139 New
ACM
971
Advisors Capital Management
New Jersey
$357K – – –
WA
972
Wambolt & Associates
Colorado
$356K – – –
LGWM
973
Litman Gregory Wealth Management
California
$355K – – –
ACI
974
Alpha Cubed Investments
California
$355K +$1.2K +24 +0.3%
KFGK
975
Keystone Financial Group (Kentucky)
Kentucky
$354K +$301 +6 +0.1%
37 38
39
40 41