VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,049 hedge funds and large institutions have $24.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 334 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
15.21%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.25%
New
77
Increased
504
Reduced
334
Closed
73
Calls
$1.36M
Puts
$4.4M
Net Calls
-$3.04M
Net Calls Change
-$1.06M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.44B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$189M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.75B
4
Jane Street
4
Jane Street
New York
$82.9M
5
GM
5
GeoWealth Management
Illinois
$78.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.9B
3
MIS
3
Morningstar Investment Services
Illinois
$64.9M
4
KOC
4
Koss-Olinger Consulting
Florida
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$935M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
1001
Vermillion & White Wealth Management Group
Pennsylvania
$45.1K -$1.77K -35 -4%
CT
1002
Colonial Trust
South Carolina
$43.7K -$5.82K -115 -12%
PFBT
1003
Parkside Financial Bank & Trust
Missouri
$41.1K – – –
FFC
1004
First Financial Corp
Indiana
$39.2K – – –
AA
1005
Ancora Advisors
Ohio
$37.6K – – –
MHR
1006
Matthew Hamilton Rosenberg
$34.9K +$34.9K +694 New
NMM
1007
Naples Money Management
Florida
$34.2K +$34.2K +676 New
IRC
1008
Investors Research Corp
Georgia
$32.4K – – –
DF
1009
Dunhill Financial
United Kingdom
$31.5K – – –
CH
1010
Canton Hathaway
Rhode Island
$31K – – –
CIA
1011
Cape Investment Advisory
Georgia
$30.8K +$5.21K +103 +20%
CA
1012
Crewe Advisors
Utah
$30.6K – – –
C
1013
Covestor
United Kingdom
$27K +$557 +11 +2%
HGERS
1014
Householder Group Estate & Retirement Specialist
Arizona
$26.3K +$152 +3 +0.6%
MFT
1015
Moisand Fitzgerald Tamayo
Florida
$24.9K -$1.27K -25 -5%
AEPWM
1016
Atlantic Edge Private Wealth Management
Florida
$24K – – –
MCA
1017
Maryland Capital Advisors
Maryland
$23.8K – – –
SAM
1018
Smartleaf Asset Management
Massachusetts
$23.3K +$8.09K +160 +53%
QCG
1019
Quadrant Capital Group
Ohio
$23.1K -$262K -5,170 -92%
FMTCOCP
1020
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
GWSG
1021
GPS Wealth Strategies Group
Colorado
$21.6K +$101 +2 +0.5%
CSWM
1022
Cassady Schiller Wealth Management
Ohio
$20.2K – – –
LFG
1023
Larson Financial Group
Missouri
$17.6K +$51 +1 +0.3%
ACA
1024
Atlas Capital Advisors
Wyoming
$17.6K -$8.15K -161 -32%
RA
1025
Rise Advisors
New York
$16.5K +$51 +1 +0.3%
39 40
41
42 43