VTEB icon

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 %
EB
1026
Eastern Bank
Massachusetts
$85.6K +$85.6K +1,674 New
CLOS
1027
Compagnie Lombard Odier SCmA
Switzerland
$81.1K +$81.1K +1,586 New
LFA
1028
LGT Financial Advisors
Texas
$78.4K – – –
HT
1029
Headlands Technologies
Illinois
$77.9K +$77.9K +1,524 New
TWC
1030
TD Waterhouse Canada
Ontario, Canada
$76.7K -$133K -2,600 -63%
BTI
1031
Blue Trust Inc
Georgia
$75.3K -$56.9K -1,136 -43%
PAG
1032
Paladin Advisory Group
Iowa
$67.8K +$5.16K +101 +8%
BF
1033
BOK Financial
Oklahoma
$62.8K – – –
LFG
1034
Larson Financial Group
Missouri
$59.2K -$54.8K -1,072 -48%
MAM
1035
Marquette Asset Management
Minnesota
$58.5K +$58.5K +1,145 New
MFT
1036
Moisand Fitzgerald Tamayo
Florida
$58.3K +$33.1K +648 +131%
CT
1037
Colonial Trust
South Carolina
$58.3K +$14.2K +277 +32%
RA
1038
Rise Advisors
New York
$56.2K +$39.4K +771 +235%
VAMG
1039
Voisard Asset Management Group
Michigan
$55.9K +$5.73K +112 +11%
FMII
1040
Farmers & Merchants Investments Inc
Nebraska
$55.2K – – –
CSB
1041
City State Bank
Iowa
$50.7K – – –
HGERS
1042
Householder Group Estate & Retirement Specialist
Arizona
$49K +$6.14K +121 +14%
VWWMG
1043
Vermillion & White Wealth Management Group
Pennsylvania
$47.8K -$256 -5 -0.5%
EBA
1044
Eagle Bay Advisors
New York
$45.8K – – –
FFC
1045
First Financial Corp
Indiana
$39.6K – – –
IRC
1046
Investors Research Corp
Georgia
$38.3K +$5.57K +109 +17%
CIA
1047
Cape Investment Advisory
Georgia
$35.7K +$4.65K +91 +15%
KHC
1048
Koesten Hirschmann & Crabtree
Kansas
$33.2K +$33.2K +650 New
WWP
1049
WR Wealth Planners
Missouri
$32.8K +$32.8K +642 New
OA
1050
Operose Advisors
Wisconsin
$32.3K -$708K -13,841 -96%
40 41
42
43 44