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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.

New
Increased
Maintained
Reduced
Closed
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 %
OFG
976
Oxford Financial Group
Indiana
$235K – – –
WRPWM
977
Werba Rubin Papier Wealth Management
California
$231K -$23.6K -462 -9%
MCCA
978
Mill Creek Capital Advisors
Pennsylvania
$231K -$11.2K -219 -5%
NP
979
NorthRock Partners
Minnesota
$230K -$760K -14,870 -77%
MWM
980
Mattern Wealth Management
Kansas
$229K – – –
YIA
981
YHB Investment Advisors
Connecticut
$226K – – –
SRC
982
Shufro Rose & Co
New York
$224K – – –
PFM
983
Peak Financial Management
Massachusetts
$224K – – –
GDP
984
Great Diamond Partners
Maine
$223K – – –
SP
985
Sequent Planning
Nebraska
$222K – – –
PW
986
Peninsula Wealth
California
$222K -$1.27K -25 -0.6%
GA
987
Greenspring Advisors
Maryland
$221K -$2.97K -58 -1%
KFI
988
Key Financial Inc
Pennsylvania
$221K -$67.2K -1,315 -23%
MFG
989
MidWestOne Financial Group
Iowa
$220K – – –
CA
990
Crewe Advisors
Utah
$219K +$188K +3,676 +609%
UPS
991
UHLMANN PRICE SECURITIES
Illinois
$217K +$217K +4,240 New
SMC
992
Smith, Moore & Co
Missouri
$214K – – –
SWA
993
Strategies Wealth Advisors
Michigan
$213K +$213K +4,174 New
AFG
994
Albion Financial Group
Utah
$210K – – –
WDG
995
Wealth Dimensions Group
Ohio
$207K +$664 +13 +0.3%
HNB
996
Huntington National Bank
Ohio
$205K -$52.6K – –
WAM
997
Walker Asset Management
Missouri
$204K – – –
WCFA
998
Walkner Condon Financial Advisors
Wisconsin
$204K +$204K +3,988 New
CB
999
Cadence Bank
Mississippi
$203K -$2.61K -51 -1%
GAA
1000
Guardian Asset Advisors
Pennsylvania
$202K +$202K +3,950 New
38 39
40
41 42