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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,079 hedge funds and large institutions have $24.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 483 increasing their positions, 329 reducing their positions, and 67 closing their positions.

Holders
1,079
Holders Change
+30
Holders Change %
+2.86%
% of All Funds
15.7%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.19%
New
110
Increased
483
Reduced
329
Closed
67
Calls
$1.06M
Puts
$1.09M
Net Calls
-$30K
Net Calls Change
+$3.01M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.53B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$693M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.5B
4
Northern Trust
4
Northern Trust
Illinois
$729M
5
Creative Planning
5
Creative Planning
Kansas
$1.28B

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.59B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.75B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$860M
5
HDIM
5
Hanson & Doremus Investment Management
Vermont
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNA
101
Manning & Napier Advisors
New York
$25.9M +$25.9M +517,607 New
NYLIM
102
New York Life Investment Management
New York
$25.9M +$12.5M +248,780 +93%
KIM
103
Kestra Investment Management
Texas
$24.6M +$24.6M +490,150 New
BFA
104
Bragg Financial Advisors
North Carolina
$24.4M +$174K +3,471 +0.7%
Lazard Asset Management
105
Lazard Asset Management
New York
$24.1M -$25.5M – –
BOH
106
Bank of Hawaii
Hawaii
$24M +$1.16M +23,216 +5%
SL
107
Salomon & Ludwin
Virginia
$22.4M +$1.87M +37,229 +9%
APM
108
a16z Perennial Management
California
$21.8M – – –
HSA
109
HBK Sorce Advisory
Pennsylvania
$21.5M +$26.4K +527 +0.1%
Lido Advisors
110
Lido Advisors
California
$21.1M -$1.52M -30,372 -7%
HWA
111
Hilltop Wealth Advisors
North Carolina
$20.5M +$709K +14,150 +4%
HCC
112
Hirtle Callaghan & Co
Pennsylvania
$20.3M -$20.6M – –
FWI
113
Facet Wealth Inc
Maryland
$19.7M -$196K -3,888 -1%
RCA
114
Resonant Capital Advisors
Wisconsin
$19.6M +$3.05M +60,950 +18%
KAS
115
Kestra Advisory Services
Texas
$19.5M +$5.12M +111,596 +36%
OPS
116
Orion Portfolio Solutions
Nebraska
$19.3M +$1.72M +34,415 +10%
BCI
117
Brinker Capital Investments
Pennsylvania
$19.3M +$1.72M +34,415 +10%
EPM
118
Elm Partners Management
Pennsylvania
$19.2M +$10.3M +205,721 +116%
LWM
119
Luminvest Wealth Management
Arizona
$18.6M +$1.23M +24,304 +7%
QWP
120
Quotient Wealth Partners
Texas
$18.5M +$2.78M +55,419 +18%
CI
121
CX Institutional
Indiana
$18.3M -$393K -7,851 -2%
CFB
122
Cullen/Frost Bankers
Texas
$18.1M +$1.28M +25,565 +8%
HWA
123
Heartwood Wealth Advisors
Virginia
$17.8M +$494K +9,849 +3%
MCWS
124
McKinley Carter Wealth Services
West Virginia
$17.6M +$1.84M +36,784 +12%
AI
125
Atria Investments
North Carolina
$17.3M +$8.6M +171,655 +99%
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5
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