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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,049 hedge funds and large institutions have $24.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 334 reducing their positions, and 73 closing their positions.

Holders
1,049
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
15.21%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.25%
New
77
Increased
504
Reduced
334
Closed
73
Calls
$1.36M
Puts
$4.4M
Net Calls
-$3.04M
Net Calls Change
-$1.06M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.44B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$189M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.75B
4
Jane Street
4
Jane Street
New York
$82.9M
5
GM
5
GeoWealth Management
Illinois
$78.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.9B
3
MIS
3
Morningstar Investment Services
Illinois
$64.9M
4
KOC
4
Koss-Olinger Consulting
Florida
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$935M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$37.5M 741,774 +1,850 +0.3%
M&T Bank
77
M&T Bank
New York
$36.5M 721,101 -119,440 -14%
BWP
78
BSW Wealth Partners
Colorado
$36M 710,667 +7,529 +1%
EWA
79
EP Wealth Advisors
California
$35.2M 695,292 +1,832 +0.3%
Financial Engines Advisors
80
Financial Engines Advisors
California
$35.1M 693,283 -42,765 -6%
PCM
81
Passive Capital Management
Maryland
$34.4M 679,649 +40,374 +6%
AIM
82
Allen Investment Management
New York
$34.2M 675,526 -92,487 -12%
MWM
83
Modera Wealth Management
New Jersey
$33.5M 661,605 -13,904 -2%
WCWM
84
Willow Creek Wealth Management
California
$32.7M 647,010 +6,851 +1%
BFC
85
Bedel Financial Consulting
Indiana
$31.6M 625,163 -1,040 -0.2%
JWA
86
JFS Wealth Advisors
Pennsylvania
$29.5M 583,336 +55,009 +10%
RWM
87
Rockwood Wealth Management
Pennsylvania
$29.4M 580,068 +85,971 +17%
WANY
88
Wealthspire Advisors (New York)
New York
$29.2M 577,967 -27,850 -5%
PFP
89
Pinnacle Financial Partners
Tennessee
$26.7M 527,520 -26,209 -5%
NAS
90
Nicolet Advisory Services
Wisconsin
$26.3M 525,296 -7,688 -1%
MNG
91
Manning & Napier Group
New York
– – – –
Truist Financial
92
Truist Financial
North Carolina
$26.1M 516,017 +31,364 +6%
Lazard Asset Management
93
Lazard Asset Management
New York
– – – –
BFA
94
Bragg Financial Advisors
North Carolina
$24.4M 482,873 +22,732 +5%
BPA
95
Beacon Pointe Advisors
California
$23.9M 472,677 -30,279 -6%
OCM
96
One Capital Management
California
$23.5M 465,234 -17,108 -4%
BOH
97
Bank of Hawaii
Hawaii
$23M 454,835 +35,820 +9%
Lido Advisors
98
Lido Advisors
California
$22.8M 450,655 -76,321 -14%
CAN
99
Cetera Advisor Networks
California
$22.2M 438,406 +11,560 +3%
APM
100
a16z Perennial Management
California
$22M 435,683 – –
2 3
4
5 6