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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 %
SAM
1051
Smartleaf Asset Management
Massachusetts
$15.8K -$7.39K -147 -32%
IGWM
1052
ICA Group Wealth Management
Colorado
$15.3K -$103K -2,058 -87%
CAL
1053
Capital Analysts LLC
Pennsylvania
$14K – – –
AWM
1054
Abound Wealth Management
Tennessee
$13.6K +$13.6K +272 New
AA
1055
Ancora Advisors
Ohio
$12.9K -$24.4K -487 -65%
DAM
1056
Delta Asset Management
Tennessee
$12.4K – – –
Kayne Anderson Rudnick Investment Management
1057
Kayne Anderson Rudnick Investment Management
California
$12.1K – – –
RWM
1058
Ruedi Wealth Management
Illinois
$11.1K +$11.1K +222 New
CJH
1059
Christopher J. Hasenberg
Wisconsin
$11.1K +$11.1K +221 New
TC
1060
Trust Company
Kansas
$11K – – –
CAS
1061
Coppell Advisory Solutions
Texas
$9.87K +$9.87K +197 New
QC
1062
Quent Capital
New York
$9.42K – – –
MIM
1063
Macroview Investment Management
Maryland
$9.38K -$68.2K -1,359 -88%
SS
1064
Sunbelt Securities
Texas
$8.12K – – –
WPWM
1065
Western Pacific Wealth Management
Illinois
$7.64K -$3.42K -68 -31%
PGAM
1066
Princeton Global Asset Management
New Jersey
$5.74K +$50 +1 +0.9%
AA
1067
AlphaMark Advisors
Kentucky
$5K – – –
SFC
1068
Strategic Financial Concepts
Texas
$4.47K +$4.47K +28,437 New
TCCM
1069
Timber Creek Capital Management
Massachusetts
$4.24K +$4.24K +84 New
QCG
1070
Quadrant Capital Group
Ohio
$4.16K -$18.7K -374 -82%
PPA
1071
Painted Porch Advisors
California
$3.96K +$3.96K +79 New
TAM
1072
Tucker Asset Management
Colorado
$3.66K – – –
SIS
1073
Sound Income Strategies
Florida
$3.36K – – –
RIL
1074
Rothschild Investment LLC
Illinois
$3.12K +$1.01K +20 +48%
SFCL
1075
Strengthening Families & Communities LLC
Massachusetts
$3K +$3K +67 New
41 42
43
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