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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,210 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
187
Increased
547
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$202M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$110M
4
Franklin Resources
Franklin Resources
California
+$71.2M
5
Charles Schwab
Charles Schwab
California
+$56M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$354M
2
WAG
Winthrop Advisory Group
Massachusetts
-$71.3M
3
MIS
Morningstar Investment Services
Illinois
-$59.5M
4
RWM
Rockwood Wealth Management
Pennsylvania
-$26.9M
5
Lazard Asset Management
Lazard Asset Management
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1026
Mascoma Wealth Management
New Hampshire
$276K – – –
TGAM
1027
TBH Global Asset Management
Tennessee
$275K -$222K -4,420 -45%
AWA
1028
Archvest Wealth Advisors
California
$273K – – –
FAFN
1029
First Affirmative Financial Network
Colorado
$272K -$20.1K -400 -7%
HP
1030
Holistic Planning
Texas
$272K – – –
CNC
1031
Citizens & Northern Corp
Pennsylvania
$271K -$7.92K -158 -3%
CCC
1032
Compass Capital Corp
Massachusetts
$270K +$270K +5,395 New
NCM
1033
Northland Capital Management
Minnesota
$269K +$20.1K +400 +8%
RF
1034
RHS Financial
California
$268K -$93.1K -1,858 -26%
OWP
1035
ORG Wealth Partners
Texas
$267K +$267K +5,326 New
1WA
1036
180 Wealth Advisors
Washington
$267K -$8.02K -160 -3%
PIM
1037
Progressive Investment Management
Oregon
$263K +$30K +599 +13%
TCM
1038
TruNorth Capital Management
Michigan
$263K +$14K +280 +6%
OFS
1039
OneAscent Financial Services
Alabama
$260K +$260K +5,192 New
DWM
1040
DecisionMap Wealth Management
Virginia
$259K +$259K +5,176 New
FCFC
1041
First Citizens Financial Corp
Iowa
$259K -$29.4K -586 -10%
HSG
1042
Helen Stephens Group
Texas
$259K +$2.71K +54 +1%
SAM
1043
Summit Asset Management
Tennessee
$258K – – –
AWP
1044
Axis Wealth Partners
Rhode Island
$255K +$255K +5,087 New
QFPS
1045
Quantum Financial Planning Services
Washington
$254K +$254K +5,063 New
AA
1046
Ancora Advisors
Ohio
$250K +$237K +4,734 +1,842%
KFGG
1047
Keystone Financial Group (Georgia)
Georgia
$249K +$249K +4,967 New
WWM
1048
Whalen Wealth Management
Nevada
$248K +$248K +4,945 New
SWM
1049
SeaCrest Wealth Management
New York
$248K +$248K +4,943 New
NP
1050
NorthRock Partners
Minnesota
$247K +$21.6K +430 +10%
40 41
42
43 44