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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,049 hedge funds and large institutions have $24.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 334 reducing their positions, and 73 closing their positions.

Holders
1,049
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
15.21%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.25%
New
77
Increased
504
Reduced
334
Closed
73
Calls
$1.36M
Puts
$4.4M
Net Calls
-$3.04M
Net Calls Change
-$1.06M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.44B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$189M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.75B
4
Jane Street
4
Jane Street
New York
$82.9M
5
GM
5
GeoWealth Management
Illinois
$78.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.9B
3
MIS
3
Morningstar Investment Services
Illinois
$64.9M
4
KOC
4
Koss-Olinger Consulting
Florida
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$935M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$21.8M +$1.78M +35,167 +9%
HSA
102
HBK Sorce Advisory
Pennsylvania
$21.7M -$9.45M -186,731 -30%
FPCP
103
Fort Point Capital Partners
California
$21.6M +$2.17M +42,930 +11%
SL
104
Salomon & Ludwin
Virginia
$20.8M +$2.72M +53,651 +15%
HCC
105
Hirtle Callaghan & Co
Pennsylvania
$20.6M -$22M -431,445 Closed
HWA
106
Hilltop Wealth Advisors
North Carolina
$20M +$1.69M +33,309 +9%
OWA
107
One Wealth Advisors
California
$19.8M -$210K -4,158 -1%
FWI
108
Facet Wealth Inc
Maryland
$19.8M +$1.14M +22,803 +6%
IWC
109
Integrated Wealth Concepts
Massachusetts
$19.2M -$6.49M -128,347 -25%
CI
110
CX Institutional
Indiana
$18.9M +$2.74M +54,184 +17%
B
111
Bailard
California
$18.7M -$4.16M -82,298 -18%
GAG
112
Goodman Advisory Group
Massachusetts
$18.7M +$7.33M +144,937 +65%
G
113
GenTrust
Florida
$18M +$3.01M +59,550 +20%
OPS
114
Orion Portfolio Solutions
Nebraska
$17.8M +$745K +14,728 +4%
BCI
115
Brinker Capital Investments
Pennsylvania
$17.8M +$745K +14,728 +4%
HWA
116
Heartwood Wealth Advisors
Virginia
$17.5M +$1.09M +21,590 +7%
LWM
117
Luminvest Wealth Management
Arizona
$17.4M -$666K -13,089 -4%
LRIA
118
Leonard Rickey Investment Advisors
Washington
$17.3M -$134K -2,658 -0.8%
CFB
119
Cullen/Frost Bankers
Texas
$17M -$8.7M -172,029 -34%
UA
120
Unison Advisors
District of Columbia
$16.7M +$288K +5,696 +2%
RCA
121
Resonant Capital Advisors
Wisconsin
$16.7M +$1.79M +35,296 +12%
HCM
122
Hengehold Capital Management
Ohio
$16.3M -$220K -4,355 -1%
SWM
123
SigFig Wealth Management
California
$16M -$3.65M -72,093 -19%
QWP
124
Quotient Wealth Partners
Texas
$15.9M +$2.07M +40,987 +15%
MCWS
125
McKinley Carter Wealth Services
West Virginia
$15.9M +$2.82M +55,809 +22%
3 4
5
6 7