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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.

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 %
WANY
76
Wealthspire Advisors (New York)
New York
$38.2M +$5.62M +109,850 +17%
HIG
77
Heritage Investment Group
Florida
$37.6M -$514K -10,060 -1%
RWM
78
Rockwood Wealth Management
Pennsylvania
$36.7M +$3.9M +76,379 +12%
MWM
79
Merriman Wealth Management
Washington
$36.2M -$1.83M -35,750 -5%
KIM
80
Kestra Investment Management
Texas
$36M +$11M +214,638 +44%
G
81
GenTrust
Florida
$36M +$5.28M +103,265 +17%
M&T Bank
82
M&T Bank
New York
$35.9M +$293K +5,740 +0.8%
OCM
83
One Capital Management
California
$35.8M -$1.27M -24,896 -3%
PCM
84
Passive Capital Management
Maryland
$34.8M -$14.7K -288 -0%
KOC
85
Koss-Olinger Consulting
Florida
$34.3M -$300K -5,878 -0.9%
WCWM
86
Willow Creek Wealth Management
California
$33.8M +$31.5K +616 +0.1%
ASW
87
Astoria Strategic Wealth
Texas
$33.6M +$33.6M +658,205 New
MWM
88
Modera Wealth Management
New Jersey
$33.5M -$396K -7,737 -1%
AIM
89
Allen Investment Management
New York
$32.7M -$1.85M -36,215 -5%
BFC
90
Bedel Financial Consulting
Indiana
$31.8M +$186K +3,648 +0.6%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$30.6M -$4.96M -97,111 -14%
Truist Financial
92
Truist Financial
North Carolina
$30.1M +$1.7M +33,315 +6%
AF
93
Allworth Financial
California
$28.8M +$2.36M +46,155 +9%
NAS
94
Nicolet Advisory Services
Wisconsin
$28M +$903K +17,696 +3%
PFP
95
Pinnacle Financial Partners
Tennessee
$28M +$925K +18,094 +3%
BPA
96
Beacon Pointe Advisors
California
$26.5M -$486K -9,507 -2%
BFA
97
Bragg Financial Advisors
North Carolina
$26.2M +$1.36M +26,686 +5%
SL
98
Salomon & Ludwin
Virginia
$25.6M +$2.71M +52,981 +12%
BOH
99
Bank of Hawaii
Hawaii
$25.4M +$929K +18,179 +4%
HSA
100
HBK Sorce Advisory
Pennsylvania
$25.2M +$3.29M +64,413 +15%
2 3
4
5 6