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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,209 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, 546 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+112
Holders Change %
+10.21%
% of All Funds
16.1%
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
546
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
$3.95B
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$779M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$112M
4
Franklin Resources
Franklin Resources
California
$338M
5
Charles Schwab
Charles Schwab
California
$1.64B

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.23B
2
WAG
Winthrop Advisory Group
Massachusetts
$9.98M
3
MIS
Morningstar Investment Services
Illinois
$7.3M
4
RWM
Rockwood Wealth Management
Pennsylvania
$9.12M
5
Lazard Asset Management
Lazard Asset Management
New York
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
1101
Financial Perspectives
Minnesota
$184K -$50.1K -1,000 -21%
GWSA
1102
Global Wealth Strategies & Associates
Colorado
$183K – – –
WB
1103
Webster Bank
Connecticut
$178K – – –
AA
1104
Addison Advisors
Vermont
$168K – – –
AT
1105
Arlington Trust
Alabama
$168K – – –
SIM
1106
Synergy Investment Management
Florida
$168K +$168K +3,351 New
VCM
1107
Versant Capital Management
Arizona
$166K +$1.2K +24 +0.7%
HI
1108
Hendershot Investments
Virginia
$166K -$383K -7,634 -70%
WT
1109
Whittier Trust
California
$165K -$121K -2,406 -42%
RLIM
1110
Red Lighthouse Investment Management
New York
$165K +$165K +3,284 New
AP
1111
Aspect Partners
Virginia
$162K +$162K +3,233 New
SWC
1112
Spectrum Wealth Counsel
Indiana
$159K – – –
SSB
1113
Sandy Spring Bank
Maryland
$152K +$19.3K +385 +15%
FNWA
1114
Financial Network Wealth Advisors
Utah
$141K – – –
BBPWM
1115
Blue Bell Private Wealth Management
Pennsylvania
$134K – – –
AWM
1116
Avior Wealth Management
Nebraska
$123K +$123K +2,448 New
EPW
1117
Evergreen Private Wealth
Colorado
$122K +$122K +2,436 New
MCA
1118
Maryland Capital Advisors
Maryland
$115K +$91.5K +1,825 +388%
CTC
1119
Central Trust Company
Missouri
$114K – – –
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$113K +2,250 New
CI
1121
Cordant Inc
Oregon
$110K -$17.5K -349 -14%
JGIA
1122
Jackson Grant Investment Advisers
Connecticut
$108K -$942K -18,784 -90%
CPBTD
1123
Central Pacific Bank - Trust Division
Hawaii
$103K +$103K +2,059 New
SWA
1124
SOA Wealth Advisors
New York
$100K -$14.9K -297 -13%
BBHC
1125
Brown Brothers Harriman & Co
New York
$99.5K +$7.97K +159 +9%
43 44
45
46 47