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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,209 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, 546 increasing their positions, 338 reducing their positions, and 58 closing their positions.

Holders
1,209
Holders Change
+112
Holders Change %
+10.21%
% of All Funds
16.1%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.35%
New
187
Increased
546
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.95B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$779M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$112M
4
Franklin Resources
4
Franklin Resources
California
$338M
5
Charles Schwab
5
Charles Schwab
California
$1.64B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.23B
2
WAG
2
Winthrop Advisory Group
Massachusetts
$9.98M
3
MIS
3
Morningstar Investment Services
Illinois
$7.3M
4
RWM
4
Rockwood Wealth Management
Pennsylvania
$9.12M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
76
M&T Bank
New York
$38.2M +$2.94M +58,702 +8%
BWP
77
BSW Wealth Partners
Colorado
$38M -$1.12M -22,396 -3%
WCWM
78
Willow Creek Wealth Management
California
$37.8M +$4.62M +92,160 +14%
HIG
79
Heritage Investment Group
Florida
$37M +$80.5K +1,606 +0.2%
CC
80
Callan Capital
California
$36.1M -$5M -99,719 -12%
G
81
GenTrust
Florida
$35.7M +$439K +8,767 +1%
WANY
82
Wealthspire Advisors (New York)
New York
$35.3M -$2.14M -42,723 -6%
MWM
83
Merriman Wealth Management
Washington
$35.3M -$179K -3,564 -0.5%
HSA
84
HBK Sorce Advisory
Pennsylvania
$34M +$9.24M +184,384 +37%
MWM
85
Modera Wealth Management
New Jersey
$34M +$1.13M +22,564 +3%
WA
86
Waverly Advisors
Alabama
$33.8M +$30.9M +616,796 +1,078%
PCM
87
Passive Capital Management
Maryland
$32.8M -$1.33M -26,583 -4%
AF
88
Allworth Financial
California
$32.5M +$4.34M +86,697 +15%
BFC
89
Bedel Financial Consulting
Indiana
$32.2M +$887K +17,611 +3%
AIM
90
Allen Investment Management
New York
$32M – – –
OCM
91
One Capital Management
California
$31.2M -$3.96M -78,917 -11%
ASW
92
Astoria Strategic Wealth
Texas
$28.9M -$4.08M -81,409 -12%
KOC
93
Koss-Olinger Consulting
Florida
$28.8M -$4.83M -96,295 -14%
PFP
94
Pinnacle Financial Partners
Tennessee
$28.8M +$862K +16,927 +3%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$28M -$1.95M -38,883 -6%
FWI
96
Facet Wealth Inc
Maryland
$27.8M +$7.45M +148,364 +37%
OWA
97
One Wealth Advisors
California
$27.2M +$3.82M +76,296 +16%
BFA
98
Bragg Financial Advisors
North Carolina
$27.1M +$1.38M +27,582 +5%
Brown Advisory
99
Brown Advisory
Maryland
$27M +$14.4M +286,938 +114%
MNA
100
Manning & Napier Advisors
New York
$26.9M +$2.37M +47,206 +10%
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4
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