VTEB icon

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 %
WFM
1101
Wolff Financial Management
Michigan
– -$999K -19,751 Closed
NCM
1102
Northwest Capital Management
Oregon
– -$809K -15,980 Closed
CBFP
1103
Cedar Brook Financial Partners
Ohio
– -$788K -15,567 Closed
NSIM
1104
North Star Investment Management
Illinois
– -$748K -14,775 Closed
OFS
1105
OneAscent Financial Services
Alabama
– -$748K -14,774 Closed
HP
1106
HT Partners
Connecticut
– -$722K -14,273 Closed
AA
1107
AlphaQ Advisors
Florida
– -$569K -11,237 Closed
CST
1108
Charles Schwab Trust
Nevada
– -$557K -11,000 Closed
WWA
1109
WCG Wealth Advisors
Nevada
– -$550K -10,876 Closed
HT
1110
Headlands Technologies
Illinois
– -$550K -10,872 Closed
LAM
1111
LifePro Asset Management
California
– -$505K -9,982 Closed
PCWA
1112
Pacific Capital Wealth Advisors
California
– -$471K -9,309 Closed
PGA
1113
Portland Global Advisors
Maine
– -$461K -9,105 Closed
HAS
1114
HBW Advisory Services
California
– -$427K -8,356 Closed
BWM
1115
BCS Wealth Management
Tennessee
– -$422K -8,348 Closed
VFPW
1116
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$409K -8,087 Closed
OPOWM
1117
One Plus One Wealth Management
Florida
– -$394K -7,785 Closed
KTA
1118
Keeley-Teton Advisors
Illinois
– -$393K -7,771 Closed
KFGK
1119
Keystone Financial Group (Kentucky)
Kentucky
– -$362K -7,161 Closed
BBNA
1120
Bremer Bank National Association
Minnesota
– -$357K -7,062 Closed
GSAM
1121
Grant Street Asset Management
Pennsylvania
– -$330K -6,529 Closed
NCMW
1122
Northern Capital Management (Washington)
Washington
– -$301K -5,944 Closed
BWP
1123
Baldwin Wealth Partners
Massachusetts
– -$277K -5,465 Closed
TIM
1124
Total Investment Management
Arizona
– -$274K -5,408 Closed
SFG
1125
Sather Financial Group
Texas
– -$255K -5,043 Closed
42 43 44
45
46