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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 %
GWSG
1176
GPS Wealth Strategies Group
Colorado
$19.8K +$150 +3 +0.8%
MHR
1177
Matthew Hamilton Rosenberg
$19.5K -$11.1K -222 -36%
ZRP
1178
Zynergy Retirement Planning
New Jersey
$19.3K – – –
VWM
1179
Valley Wealth Managers
New Jersey
$18.2K – – –
SAM
1180
Smartleaf Asset Management
Massachusetts
$15.7K – – –
AWM
1181
Abound Wealth Management
Tennessee
$15.5K – – –
WT
1182
Washington Trust
Rhode Island
$15K -$602K -12,000 -98%
CW
1183
Curio Wealth
Maryland
$14K +$14K +280 New
MDA
1184
Minot DeBlois Advisors
Massachusetts
$12.5K +$12.5K +250 New
Kayne Anderson Rudnick Investment Management
1185
Kayne Anderson Rudnick Investment Management
California
$12.1K – – –
PPA
1186
Painted Porch Advisors
California
$11.3K – – –
CJH
1187
Christopher J. Hasenberg
Wisconsin
$11.1K – – –
Russell Investments Group
1188
Russell Investments Group
United Kingdom
$10.7K +$10.6K +212 +10,600%
CPG
1189
Cornerstone Planning Group
New Jersey
$10.2K -$5.77K -115 -36%
QC
1190
Quent Capital
New York
$9.42K -$2.71K -54 -22%
SS
1191
Sunbelt Securities
Texas
$8.12K – – –
HWM
1192
Hemington Wealth Management
Virginia
$8K – – –
CFG
1193
CKW Financial Group
Hawaii
$8K +$8K +167 New
WPWM
1194
Western Pacific Wealth Management
Illinois
$7.78K +$50 +1 +0.6%
State Farm Mutual Automobile Insurance
1195
State Farm Mutual Automobile Insurance
Illinois
$7.52K +$7.52K +150 New
SNB
1196
Security National Bank
Nebraska
$7.02K +$7.02K +140 New
ADL
1197
Asset Dedication LLC
California
$6.67K +$6.67K +133 New
AEPWM
1198
Atlantic Edge Private Wealth Management
Florida
$6.27K – – –
WCM
1199
Winthrop Capital Management
Indiana
$6K +$6K +114 New
PGAM
1200
Princeton Global Asset Management
New Jersey
$5.85K +$100 +2 +2%
46 47
48
49 50