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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+30
Holders Change %
+2.86%
% of All Funds
15.69%
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
Charles Schwab
California
$1.53B
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$693M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.5B
4
Northern Trust
Northern Trust
Illinois
$729M
5
Creative Planning
Creative Planning
Kansas
$1.28B

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.59B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.75B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$860M
5
HDIM
Hanson & Doremus Investment Management
Vermont
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
976
Maripau Wealth Management
Indiana
$207K +$207K +4,135 New
AFG
977
Albion Financial Group
Utah
$205K – – –
TWC
978
TD Waterhouse Canada
Ontario, Canada
$205K +$205K +4,100 New
First Trust Advisors
979
First Trust Advisors
Illinois
$203K +$203K +4,045 New
IWA
980
Icon Wealth Advisors
Texas
$202K -$472K -9,325 -70%
WDG
981
Wealth Dimensions Group
Ohio
$202K +$202K +4,038 New
CB
982
Cadence Bank
Mississippi
$202K +$1.55K +31 +0.8%
WAM
983
Walker Asset Management
Missouri
$200K – – –
WB
984
Webster Bank
Connecticut
$178K – – –
LI
985
LRI Investments
Florida
$178K +$6.06K +121 +4%
IAIM
986
International Assets Investment Management
Florida
$175K +$175K +3,498 New
1832 Asset Management
987
1832 Asset Management
Ontario, Canada
$169K +$169K +3,367 New
AT
988
Arlington Trust
Alabama
$168K – – –
PFBT
989
Parkside Financial Bank & Trust
Missouri
$168K +$127K +2,534 +312%
SWC
990
Spectrum Wealth Counsel
Indiana
$159K – – –
CB
991
Chris Bulman
California
$153K +$153K +3,046 New
KSWA
992
Kathleen S. Wright Associates
Pennsylvania
$150K +$150K +3,000 New
VCM
993
Versant Capital Management
Arizona
$144K -$78.3K -1,562 -35%
AWM
994
Avior Wealth Management
Nebraska
$140K -$79.3K -1,583 -36%
GI
995
Gradient Investments
Minnesota
$140K +$140K +2,788 New
BBPWM
996
Blue Bell Private Wealth Management
Pennsylvania
$134K +$133K +2,650 +12,045%
BTI
997
Blue Trust Inc
Georgia
$133K – – –
SSB
998
Sandy Spring Bank
Maryland
$133K -$13.3K -266 -9%
SWA
999
SOA Wealth Advisors
New York
$115K -$74.3K -1,482 -39%
LFG
1000
Larson Financial Group
Missouri
$112K +$94.3K +1,882 +539%
38 39
40
41 42