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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 %
DF
1051
Dunhill Financial
United Kingdom
$31.8K – – –
MHR
1052
Matthew Hamilton Rosenberg
$31.2K – – –
FCAS
1053
First Command Advisory Services
Texas
$31K +$29.1K +569 +1,497%
CH
1054
Canton Hathaway
Rhode Island
$31K – – –
BWL
1055
Bogart Wealth LLC
Virginia
$29.5K +$28.6K +559 +2,942%
SHF
1056
Safe Harbor Fiduciary
Florida
$29K +$29K +567 New
NB
1057
NBT Bank
New York
$28.6K +$28.6K +560 New
PMFA
1058
Plante Moran Financial Advisors
Michigan
$27.4K – – –
MCA
1059
Maryland Capital Advisors
Maryland
$24K – – –
FMTCOCP
1060
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
CAS
1061
Coppell Advisory Solutions
Texas
$21.6K +$11.5K +225 +114%
WWM
1062
Wolff Wiese Magana
California
$21.5K +$4.34K +85 +25%
C
1063
Covestor
United Kingdom
$21K -$6.68K -130 -24%
CSWM
1064
Cassady Schiller Wealth Management
Ohio
$20.4K – – –
1IA
1065
1620 Investment Advisors
Massachusetts
$20.4K – – –
GWSG
1066
GPS Wealth Strategies Group
Colorado
$20K +$102 +2 +0.5%
ZRP
1067
Zynergy Retirement Planning
New Jersey
$19.3K – – –
CA
1068
Claris Advisors
Missouri
$19.2K +$19.2K +375 New
VWM
1069
Valley Wealth Managers
New Jersey
$18.6K – – –
SAM
1070
Smartleaf Asset Management
Massachusetts
$16.1K – – –
CPG
1071
Cornerstone Planning Group
New Jersey
$16K +$50 +1 +0.3%
AWM
1072
Abound Wealth Management
Tennessee
$15.8K +$1.94K +38 +14%
AA
1073
Ancora Advisors
Ohio
$13.1K – – –
IWP
1074
IAG Wealth Partners
Wisconsin
$13K +$13K +254 New
QC
1075
Quent Capital
New York
$12.4K +$2.76K +54 +29%
41 42
43
44 45