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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,210 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, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
187
Increased
547
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$202M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$110M
4
Franklin Resources
Franklin Resources
California
+$71.2M
5
Charles Schwab
Charles Schwab
California
+$56M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$354M
2
WAG
Winthrop Advisory Group
Massachusetts
-$71.3M
3
MIS
Morningstar Investment Services
Illinois
-$59.5M
4
RWM
Rockwood Wealth Management
Pennsylvania
-$26.9M
5
Lazard Asset Management
Lazard Asset Management
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
976
Sovran Advisors
California
$350K +$350K +7,066 New
CFP
977
Catalyst Financial Partners
Massachusetts
$350K +$350K +6,980 New
WPW
978
Warther Private Wealth
Ohio
$349K – – –
RRA
979
Round Rock Advisors
Connecticut
$346K – – –
VC
980
Veracity Capital
Georgia
$345K +$345K +6,886 New
RPSA
981
Richard P. Slaughter Associates
Texas
$344K – – –
FWA
982
FSC Wealth Advisors
New York
$343K +$10.8K +216 +3%
FC
983
Financial Council
Maryland
$342K – – –
LSWP
984
Liberty Square Wealth Partners
Pennsylvania
$341K +$341K +6,787 New
ASG
985
Ariston Services Group
California
$341K +$341K +6,795 New
AFA
986
American Financial Advisors
Georgia
$338K -$13.7K -273 -4%
TAM
987
Titleist Asset Management
Texas
$335K +$335K +6,682 New
CPSC
988
Carl P. Sherr & Co
Massachusetts
$335K -$147K -2,940 -31%
CAM
989
Concorde Asset Management
Michigan
$334K +$1.45K +29 +0.4%
GSWM
990
Greenup Street Wealth Management
Michigan
$332K -$134K -2,665 -29%
OAM
991
Occidental Asset Management
California
$328K -$19.4K -387 -6%
WCP
992
Wick Capital Partners
Pennsylvania
$327K +$30.3K +605 +10%
SG
993
StoneX Group
New York
$325K +$16.7K +333 +5%
MW
994
Members Wealth
Pennsylvania
$324K +$324K +6,494 New
GLA
995
Good Life Advisors
Pennsylvania
$320K +$31.7K +632 +11%
CC
996
Cultivar Capital
Texas
$320K +$320K +6,375 New
BFA
997
Bill Few Associates
Pennsylvania
$318K +$318K +6,334 New
MCM
998
MidAtlantic Capital Management
Virginia
$316K – – –
First Trust Advisors
999
First Trust Advisors
Illinois
$311K +$311K +6,210 New
MAG
1000
Mayfair Advisory Group
Alabama
$310K – – –
38 39
40
41 42