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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 %
SFG
1051
Sovereign Financial Group
Connecticut
$247K -$13.2K -263 -5%
BAG
1052
Bridgewealth Advisory Group
California
$246K -$20.1K -401 -8%
SL
1053
SWMG LLC
Texas
$242K -$5.7K -114 -2%
GAM
1054
Grandview Asset Management
Pennsylvania
$241K +$241K +4,810 New
B
1055
Birchbrook
Maine
$237K – – –
KCM
1056
Kanawha Capital Management
Virginia
$235K -$27.2K -542 -10%
CW
1057
Cooksen Wealth
Texas
$235K +$4.26K +85 +2%
SPWG
1058
Syntegra Private Wealth Group
Missouri
$234K – – –
WAM
1059
Weatherly Asset Management
California
$233K – – –
AC
1060
Attessa Capital
Arizona
$231K +$231K +4,600 New
LNB
1061
Ledyard National Bank
$230K +$230K +4,596 New
EMC
1062
Everest Management Corp
California
$230K +$230K +4,586 New
WCFA
1063
Walkner Condon Financial Advisors
Wisconsin
$230K +$29.8K +595 +15%
WDG
1064
Wealth Dimensions Group
Ohio
$229K +$25.7K +512 +13%
LSC
1065
Logan Stone Capital
Illinois
$228K +$228K +4,550 New
WRPWM
1066
Werba Rubin Papier Wealth Management
California
$228K +$602 +12 +0.3%
MCCA
1067
Mill Creek Capital Advisors
Pennsylvania
$225K -$1.45K -29 -0.6%
MWM
1068
Mattern Wealth Management
Kansas
$225K – – –
GPI
1069
General Partner Inc
Pennsylvania
$224K +$224K +4,460 New
TCM
1070
Traynor Capital Management
Pennsylvania
$223K -$261K -5,215 -54%
SCM
1071
Stordahl Capital Management
Colorado
$222K +$222K +4,421 New
CF
1072
Cyr Financial
Illinois
$221K +$221K +4,403 New
TCM
1073
Thoma Capital Management
Maryland
$221K +$221K +4,400 New
PPWP
1074
Premier Path Wealth Partners
New Jersey
$220K +$220K +4,397 New
JFG
1075
JMG Financial Group
Illinois
$220K -$129K -2,569 -37%
41 42
43
44 45