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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 %
PFG
1076
PAX Financial Group
Texas
$219K +$219K +4,378 New
GDP
1077
Great Diamond Partners
Maine
$219K – – –
IWB
1078
Innovative Wealth Building
Maryland
$218K +$218K +4,355 New
XPN
1079
XY Planning Network
Montana
$218K +$218K +4,350 New
SP
1080
Sequent Planning
Nebraska
$218K – – –
CWA
1081
Canvas Wealth Advisors
Kansas
$217K +$217K +4,338 New
GA
1082
Greenspring Advisors
Maryland
$217K – – –
KFI
1083
Key Financial Inc
Pennsylvania
$216K – – –
AG
1084
AlTi Global
New York
$216K +$216K +4,315 New
UPS
1085
UHLMANN PRICE SECURITIES
Illinois
$215K +$2.26K +45 +1%
CA
1086
Crewe Advisors
Utah
$215K – – –
TNBTD
1087
Trustmark National Bank Trust Department
Mississippi
$213K +$213K +4,251 New
SMC
1088
Smith, Moore & Co
Missouri
$211K +$1.1K +22 +0.5%
VFG
1089
Valley Financial Group
Pennsylvania
$211K +$211K +4,216 New
TSS
1090
Two Sigma Securities
New York
$211K -$1.89M -37,738 -90%
AWA
1091
Arete Wealth Advisors
Illinois
$211K +$211K +4,210 New
MA
1092
Montag & Associates
Georgia
$211K -$188K -3,745 -47%
WC
1093
Waterloo Capital
Texas
$210K +$210K +4,198 New
HWM
1094
Howard Wealth Management
Connecticut
$210K +$210K +4,187 New
TI
1095
Truepoint Inc
Ohio
$206K +$206K +4,114 New
AFG
1096
Albion Financial Group
Utah
$206K – – –
MA
1097
MCF Advisors
Kentucky
$205K -$1.12M -22,314 -85%
PFBT
1098
Parkside Financial Bank & Trust
Missouri
$203K +$40.7K +812 +25%
LBC
1099
Lowe Brockenbrough & Co
Virginia
$201K -$201K -4,000 -50%
CT
1100
Colonial Trust
South Carolina
$200K +$143K +2,851 +250%
42 43
44
45 46