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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 %
TWP
1076
Triad Wealth Partners
Kansas
$2.56K +$2.56K +51 New
FCAS
1077
First Command Advisory Services
Texas
$1.9K -$1.2K -24 -39%
RCM
1078
Raleigh Capital Management
North Carolina
$1.32K – – –
SVCP
1079
Silicon Valley Capital Partners
California
$1.17K – – –
FHC
1080
First Heartland Consultants
Missouri
$1.1K +$372 +7,430 +52%
GWSA
1081
Global Wealth Strategies & Associates
Colorado
$1K – – –
BWL
1082
Bogart Wealth LLC
Virginia
$952 – – –
AIC
1083
Archer Investment Corporation
Indiana
$530 -$3.18K -66 -86%
TRCT
1084
Tower Research Capital (TRC)
New York
$301 -$1K -20 -77%
CSIA
1085
Charles Schwab Investment Advisory
California
– -$1.49B -29,485,963 Closed
D.E. Shaw & Co
1086
D.E. Shaw & Co
New York
– -$189M -3,737,300 Closed
OWA
1087
One Wealth Advisors
California
– -$19.8M -391,026 Closed
PPP
1088
Private Portfolio Partners
New Jersey
– -$12.5M -247,308 Closed
SPP
1089
Single Point Partners
Massachusetts
– -$12M -236,915 Closed
Barclays
1090
Barclays
United Kingdom
– -$11.2M -221,700 Closed
CA
1091
CoreCap Advisors
Michigan
– -$5.67M -111,979 Closed
TFG
1092
Tilson Financial Group
New Jersey
– -$5.44M -107,586 Closed
MAM
1093
Meeder Asset Management
Ohio
– -$5.37M -106,151 Closed
EWM
1094
Executive Wealth Management
Michigan
– -$5.24M -104,003 Closed
SWM
1095
Soundmark Wealth Management
Washington
– -$4.57M -90,286 Closed
Nisa Investment Advisors
1096
Nisa Investment Advisors
Missouri
– -$4.54M -89,810 Closed
LNC
1097
Lincoln National Corp
Pennsylvania
– -$4.32M -85,426 Closed
SCG
1098
Sonata Capital Group
Washington
– -$2.75M -54,380 Closed
HWAM
1099
Hennion & Walsh Asset Management
New Jersey
– -$2.32M -45,859 Closed
DP
1100
Denver PWM
Colorado
– -$1.82M -36,298 Closed
42 43
44
45 46