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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 %
AA
1201
AlphaMark Advisors
Kentucky
$5K – – –
QCG
1202
Quadrant Capital Group
Ohio
$4.16K – – –
GK
1203
Graney & King
New York
$3.89K +$3.89K +78 New
TAM
1204
Tucker Asset Management
Colorado
$3.66K -$2.56K -51 -41%
SIS
1205
Sound Income Strategies
Florida
$3.36K – – –
BGWM
1206
Bridge Generations Wealth Management
Florida
$3.21K +$3.21K +64 New
RIL
1207
Rothschild Investment LLC
Illinois
$3.17K – – –
CAL
1208
Capital Analysts LLC
Pennsylvania
$2K -$3.77K -66 -65%
SAS
1209
Spurstone Advisory Services
Connecticut
$1.6K +$1.6K +32 New
RCM
1210
Raleigh Capital Management
North Carolina
$1.35K – – –
FLP
1211
Financial Life Planners
Arizona
$717 +$717 +14 New
AIC
1212
Archer Investment Corporation
Indiana
$540 – – –
TRCT
1213
Tower Research Capital (TRC)
New York
$301 -$8.38K -167 -97%
VHAM
1214
Van Hulzen Asset Management
California
$251 +$251 +5 New
OMC
1215
Old Mission Capital
Illinois
– -$14.8M -290,079 Closed
IAIM
1216
International Assets Investment Management
Florida
– -$3.5K -178,818 Closed
QC
1217
Quadrature Capital
United Kingdom
– -$6.09M -119,100 Closed
DAS
1218
Dynamic Advisor Solutions
Arizona
– -$5.74M -112,309 Closed
MFIM
1219
Mesirow Financial Investment Management
Illinois
– -$2.05M -40,128 Closed
SFS
1220
Sowell Financial Services
Arkansas
– -$1.7M -33,211 Closed
CPP
1221
Capasso Planning Partners
South Carolina
– -$1.21M -23,696 Closed
PWM
1222
PBMares Wealth Management
Virginia
– -$1.05M -20,577 Closed
BB
1223
Bell Bank
North Dakota
– -$1.02M -19,954 Closed
ACM
1224
AlphaStar Capital Management
North Carolina
– -$987K -19,308 Closed
HIGP
1225
Hill Investment Group Partners
Missouri
– -$839K -16,797 Closed
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