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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 %
AFWM
1026
Abich Financial Wealth Management
Virginia
$40.9K +$40.9K +816 New
FFC
1027
First Financial Corp
Indiana
$38.8K – – –
VCP
1028
Verus Capital Partners
Arizona
$35.7K +$35.7K +712 New
GLR
1029
Great Lakes Retirement
Ohio
$35.1K +$35.1K +700 New
IRC
1030
Investors Research Corp
Georgia
$32.1K – – –
DF
1031
Dunhill Financial
United Kingdom
$31.2K – – –
CH
1032
Canton Hathaway
Rhode Island
$31K – – –
CIA
1033
Cape Investment Advisory
Georgia
$30.5K – – –
MHR
1034
Matthew Hamilton Rosenberg
$30.5K -$4.19K -84 -12%
CA
1035
Crewe Advisors
Utah
$30.3K – – –
C
1036
Covestor
United Kingdom
$27K +$301 +6 +1%
PMFA
1037
Plante Moran Financial Advisors
Michigan
$26.9K -$95.5K -1,905 -78%
MFT
1038
Moisand Fitzgerald Tamayo
Florida
$24.7K – – –
MCA
1039
Maryland Capital Advisors
Maryland
$23.6K – – –
FMTCOCP
1040
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
CSWM
1041
Cassady Schiller Wealth Management
Ohio
$20K – – –
1IA
1042
1620 Investment Advisors
Massachusetts
$20K +$20K +400 New
GWSG
1043
GPS Wealth Strategies Group
Colorado
$19.5K -$1.85K -37 -9%
ZRP
1044
Zynergy Retirement Planning
New Jersey
$18.9K +$18.9K +377 New
VWM
1045
Valley Wealth Managers
New Jersey
$18.2K -$35.1K -700 -66%
ACA
1046
Atlas Capital Advisors
Wyoming
$17.4K – – –
WWM
1047
Wolff Wiese Magana
California
$16.8K +$1.75K +35 +12%
RA
1048
Rise Advisors
New York
$16.4K +$150 +3 +0.9%
AEPWM
1049
Atlantic Edge Private Wealth Management
Florida
$16.3K -$7.52K -150 -32%
CPG
1050
Cornerstone Planning Group
New Jersey
$16.1K +$203 +4 +1%
40 41
42
43 44