VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,097 hedge funds and large institutions have $25.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 546 increasing their positions, 311 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.13%
New
94
Increased
546
Reduced
311
Closed
58
Calls
$2.02M
Puts
$4.38M
Net Calls
-$2.36M
Net Calls Change
-$2.33M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$608M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.61B
3
Charles Schwab
3
Charles Schwab
California
$1.61B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.67B
5
Northern Trust
5
Northern Trust
Illinois
$791M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$704M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Jane Street
4
Jane Street
New York
$8.11M
5
Creative Planning
5
Creative Planning
Kansas
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
1126
Vawter Financial
Ohio
– -$317K -6,335 Closed
TCWA
1127
Turtle Creek Wealth Advisors
Texas
– -$309K -6,167 Closed
CIA
1128
Compass Ion Advisors
Pennsylvania
– -$308K -6,084 Closed
FF
1129
Financial Futures
New Jersey
– -$261K -5,215 Closed
TNBTD
1130
Trustmark National Bank Trust Department
Mississippi
– -$261K -5,200 Closed
WI
1131
Wintrust Investments
Illinois
– -$247K -4,935 Closed
IIC
1132
Ironwood Investment Counsel
Arizona
– -$245K -4,898 Closed
MAWA
1133
Moss Adams Wealth Advisors
Washington
– -$243K -4,839 Closed
HCM
1134
Hudson Capital Management
New Jersey
– -$229K -4,565 Closed
CFG
1135
Citizens Financial Group
Rhode Island
– -$229K -4,563 Closed
HIMC
1136
Heritage Investors Management Corp
Maryland
– -$225K -4,500 Closed
CWAG
1137
Compton Wealth Advisory Group
Virginia
– -$224K -4,469 Closed
LB
1138
Legacy Bridge
Iowa
– -$212K -4,235 Closed
DWM
1139
Diversify Wealth Management
Utah
– -$211K -4,155 Closed
MWM
1140
Maripau Wealth Management
Indiana
– -$207K -4,135 Closed
First Trust Advisors
1141
First Trust Advisors
Illinois
– -$203K -4,045 Closed
1832 Asset Management
1142
1832 Asset Management
Ontario, Canada
– -$169K -3,367 Closed
CB
1143
Chris Bulman
California
– -$153K -3,046 Closed
AWM
1144
Avior Wealth Management
Nebraska
– -$140K -2,792 Closed
GI
1145
Gradient Investments
Minnesota
– -$140K -2,788 Closed
CBT
1146
Central Bank & Trust
Kentucky
– -$74.8K -1,492 Closed
CC
1147
Cultivar Capital
Texas
– -$69.2K -1,380 Closed
MBFW
1148
Morton Brown Family Wealth
Pennsylvania
– -$49.6K -982 Closed
CH
1149
Cromwell Holdings
Wyoming
– -$45.6K -910 Closed
BNP Paribas Financial Markets
1150
BNP Paribas Financial Markets
France
– -$41.9K -836 Closed
43 44 45
46
47