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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 %
LFA
1126
LGT Financial Advisors
Texas
$99.3K +$22.5K +448 +29%
RWS
1127
Retirement Wealth Solutions
Wisconsin
$98.8K +$98.8K +1,988 New
HNB
1128
Huntington National Bank
Ohio
$96.9K -$205K – –
MPWT
1129
MassMutual Private Wealth & Trust
Connecticut
$95.4K – – –
BL
1130
BFSG LLC
California
$93.5K -$64.2K -1,280 -41%
TFGT
1131
TS Financial Group (TSFG)
Illinois
$90K – – –
BWM
1132
Bernard Wealth Management
Michigan
$87.7K +$87.7K +1,750 New
NRC
1133
New Republic Capital
North Carolina
$82.5K +$82.5K +1,646 New
PWS
1134
Peterson Wealth Services
Utah
$80.3K +$80.3K +1,602 New
Simplex Trading
1135
Simplex Trading
Illinois
$78K +$78K +1,563 New
EB
1136
Eastern Bank
Massachusetts
$75.2K -$8.72K -174 -10%
BMC
1137
Bear Mountain Capital
Washington
$74.7K -$450K -9,006 -86%
PAG
1138
Paladin Advisory Group
Iowa
$66.5K – – –
MAM
1139
Marquette Asset Management
Minnesota
$57.4K – – –
MEG
1140
Millstone Evans Group
Colorado
$57K +$57K +1,138 New
RA
1141
Rise Advisors
New York
$57K +$1.86K +37 +3%
FDW
1142
Fourth Dimension Wealth
Ohio
$55.1K +$55.1K +1,100 New
BlackRock
1143
BlackRock
New York
$54.5K +$54.5K +1,087 +108,700%
FMII
1144
Farmers & Merchants Investments Inc
Nebraska
$54.1K – – –
RFG
1145
REAP Financial Group
Texas
$50.1K +$50.1K +1,000 New
CSB
1146
City State Bank
Iowa
$49.7K – – –
LFG
1147
Larson Financial Group
Missouri
$48.2K -$9.93K -198 -17%
CH
1148
Cromwell Holdings
Wyoming
$48.1K +$48.1K +960 New
LAMC
1149
Longview Asset Management (California)
California
$45.9K +$45.9K +915 New
EBA
1150
Eagle Bay Advisors
New York
$44.9K – – –
44 45
46
47 48