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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 %
MFWP
1001
Mosaic Family Wealth Partners
Missouri
$202K +$202K +3,949 New
PS
1002
Planned Solutions
California
$196K +$196K +3,835 New
LI
1003
LRI Investments
Florida
$188K +$9.82K +195 +5%
GWSA
1004
Global Wealth Strategies & Associates
Colorado
$186K +$185K +3,624 +18,120%
WB
1005
Webster Bank
Connecticut
$182K – – –
AA
1006
Addison Advisors
Vermont
$171K -$67.7K -1,325 -28%
AT
1007
Arlington Trust
Alabama
$171K – – –
VCM
1008
Versant Capital Management
Arizona
$168K +$21.2K +415 +14%
PFBT
1009
Parkside Financial Bank & Trust
Missouri
$165K -$6.03K -118 -4%
SWC
1010
Spectrum Wealth Counsel
Indiana
$163K – – –
BL
1011
BFSG LLC
California
$161K +$65.4K +1,280 +69%
OC
1012
Oakworth Capital
Alabama
$160K +$160K +3,139 New
FNWA
1013
Financial Network Wealth Advisors
Utah
$144K +$144K +2,818 New
BBPWM
1014
Blue Bell Private Wealth Management
Pennsylvania
$137K – – –
SSB
1015
Sandy Spring Bank
Maryland
$135K – – –
IAS
1016
IMA Advisory Services
Colorado
$133K +$133K +2,600 New
CI
1017
Cordant Inc
Oregon
$130K +$130K +2,535 New
DI
1018
DAGCO Inc
Ohio
$126K +$74.9K +1,465 +146%
SWA
1019
SOA Wealth Advisors
New York
$117K – – –
CTC
1020
Central Trust Company
Missouri
$117K +$117K +2,284 New
CF
1021
Centaurus Financial
California
$106K +$51 +1 +0%
MPWT
1022
MassMutual Private Wealth & Trust
Connecticut
$97.3K -$759K -14,838 -89%
NFA
1023
Northwest Financial Advisors
Virginia
$97.1K +$97.1K +1,900 New
BBHC
1024
Brown Brothers Harriman & Co
New York
$93.3K – – –
TFGT
1025
TS Financial Group (TSFG)
Illinois
$92K – – –
39 40
41
42 43