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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.

Holders
1,079
Holders Change
+30
Holders Change %
+2.86%
% of All Funds
15.7%
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
1
Charles Schwab
California
$1.53B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$693M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.5B
4
Northern Trust
4
Northern Trust
Illinois
$729M
5
Creative Planning
5
Creative Planning
Kansas
$1.28B

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.59B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.75B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$860M
5
HDIM
5
Hanson & Doremus Investment Management
Vermont
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Merriman Wealth Management
Washington
$37.3M -$112K -2,234 -0.3%
EWA
77
EP Wealth Advisors
California
$36.4M +$1.52M +30,328 +4%
OCM
78
One Capital Management
California
$36.4M +$13M +260,353 +56%
Financial Engines Advisors
79
Financial Engines Advisors
California
$35.4M +$704K +14,052 +2%
M&T Bank
80
M&T Bank
New York
$34.9M -$1.2M -24,018 -3%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$34.9M -$2.32M -46,285 -6%
PCM
82
Passive Capital Management
Maryland
$34.2M +$105K +2,091 +0.3%
KOC
83
Koss-Olinger Consulting
Florida
$33.9M +$33.9M +677,414 New
AIM
84
Allen Investment Management
New York
$33.9M – – –
MWM
85
Modera Wealth Management
New Jersey
$33.2M +$45.5K +907 +0.1%
WCWM
86
Willow Creek Wealth Management
California
$33.1M +$712K +14,201 +2%
RWM
87
Rockwood Wealth Management
Pennsylvania
$32.1M +$3.07M +61,166 +11%
JWA
88
JFS Wealth Advisors
Pennsylvania
$32M +$2.8M +55,790 +10%
WANY
89
Wealthspire Advisors (New York)
New York
$32M +$3M +59,783 +10%
FTUS
90
Flow Traders U.S.
New York
$31.3M +$26.5M +528,792 +556%
BFC
91
Bedel Financial Consulting
Indiana
$31M -$344K -6,857 -1%
G
92
GenTrust
Florida
$30.1M +$12.3M +244,742 +69%
Renaissance Technologies
93
Renaissance Technologies
New York
$29.9M -$10.6M -212,146 -26%
OMC
94
Old Mission Capital
Illinois
$28.2M +$28.2M +562,447 New
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$28M +$28M +558,077 New
Truist Financial
96
Truist Financial
North Carolina
$27.8M +$1.93M +38,549 +7%
PFP
97
Pinnacle Financial Partners
Tennessee
$26.8M +$115K +2,283 +0.4%
NAS
98
Nicolet Advisory Services
Wisconsin
$26.7M +$330K +6,576 +1%
BPA
99
Beacon Pointe Advisors
California
$26.4M +$2.74M +54,594 +12%
AF
100
Allworth Financial
California
$26M +$4.34M +86,031 +20%
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4
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