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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 %
CF
1001
Centaurus Financial
California
$104K +$50 +1 +0%
WT
1002
Whittier Trust
California
$101K -$221K -4,417 -69%
SAG
1003
Spotlight Asset Group
Illinois
$100K – – –
BL
1004
BFSG LLC
California
$93.5K -$551 -11 -0.6%
BBHC
1005
Brown Brothers Harriman & Co
New York
$91.5K – – –
TFGT
1006
TS Financial Group (TSFG)
Illinois
$90K – – –
LFA
1007
LGT Financial Advisors
Texas
$76.8K -$4.61K -92 -6%
CBT
1008
Central Bank & Trust
Kentucky
$74.8K +$74.6K +1,489 +49,633%
CC
1009
Cultivar Capital
Texas
$69.2K +$69.2K +1,380 New
BlackRock
1010
BlackRock
New York
$64.2K -$770K -15,369 -92%
BF
1011
BOK Financial
Oklahoma
$61.7K +$61.7K +1,231 New
PAG
1012
Paladin Advisory Group
Iowa
$61.2K – – –
FMII
1013
Farmers & Merchants Investments Inc
Nebraska
$54.1K – – –
HNB
1014
Huntington National Bank
Ohio
$52.6K -$85.8K – –
AssetMark Inc
1015
AssetMark Inc
California
$50.9K -$25.8K -514 -34%
DI
1016
DAGCO Inc
Ohio
$50.2K +$50.2K +1,003 New
CSB
1017
City State Bank
Iowa
$49.7K +$49.7K +991 New
MBFW
1018
Morton Brown Family Wealth
Pennsylvania
$49.6K – – –
VAMG
1019
Voisard Asset Management Group
Michigan
$49.2K – – –
VWWMG
1020
Vermillion & White Wealth Management Group
Pennsylvania
$47.2K +$2.46K +49 +5%
CH
1021
Cromwell Holdings
Wyoming
$45.6K +$45.6K +910 New
EBA
1022
Eagle Bay Advisors
New York
$44.9K – – –
CT
1023
Colonial Trust
South Carolina
$43.2K – – –
HGERS
1024
Householder Group Estate & Retirement Specialist
Arizona
$42K +$16.2K +325 +63%
BNP Paribas Financial Markets
1025
BNP Paribas Financial Markets
France
$41.9K +$41.9K +836 New
39 40
41
42 43