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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,097 hedge funds and large institutions have $25.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 546 increasing their positions, 311 reducing their positions, and 58 closing their positions.

Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.13%
New
94
Increased
546
Reduced
311
Closed
58
Calls
$2.02M
Puts
$4.38M
Net Calls
-$2.36M
Net Calls Change
-$2.33M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$608M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.61B
3
Charles Schwab
3
Charles Schwab
California
$1.61B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.67B
5
Northern Trust
5
Northern Trust
Illinois
$791M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$704M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Jane Street
4
Jane Street
New York
$8.11M
5
Creative Planning
5
Creative Planning
Kansas
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
MNA
101
Manning & Napier Advisors
New York
$25M -$1.47M -28,786 -6%
Lazard Asset Management
102
Lazard Asset Management
New York
$24.3M -$24.1M – –
NYLIM
103
New York Life Investment Management
New York
$24.2M -$2.22M -43,416 -8%
SLWA
104
San Luis Wealth Advisors
California
$24.1M +$8.51M +166,479 +55%
OWA
105
One Wealth Advisors
California
$23.8M +$23.8M +465,601 New
APM
106
a16z Perennial Management
California
$22.3M – – –
NA
107
NewEdge Advisors
Louisiana
$22M +$6.42M +125,491 +41%
HWA
108
Hilltop Wealth Advisors
North Carolina
$21.4M +$472K +9,233 +2%
HCC
109
Hirtle Callaghan & Co
Pennsylvania
$20.7M -$20.3M – –
RCA
110
Resonant Capital Advisors
Wisconsin
$20.5M +$461K +9,024 +2%
FWI
111
Facet Wealth Inc
Maryland
$20.4M +$739K +14,708 +4%
FPCP
112
Fort Point Capital Partners
California
$20.2M +$3.38M +66,196 +20%
MCWS
113
McKinley Carter Wealth Services
West Virginia
$19.8M +$1.89M +36,962 +11%
OPS
114
Orion Portfolio Solutions
Nebraska
$19.4M -$318K -6,222 -2%
BCI
115
Brinker Capital Investments
Pennsylvania
$19.4M -$318K -6,222 -2%
CI
116
CX Institutional
Indiana
$19.3M +$602K +11,782 +3%
QWP
117
Quotient Wealth Partners
Texas
$19.2M +$234K +4,573 +1%
LWM
118
Luminvest Wealth Management
Arizona
$19M +$370K +7,266 +2%
Lido Advisors
119
Lido Advisors
California
$18.8M -$2.72M -53,128 -13%
HWA
120
Heartwood Wealth Advisors
Virginia
$18.7M +$566K +11,068 +3%
CFB
121
Cullen/Frost Bankers
Texas
$18.5M +$67.8K +1,327 +0.4%
FHA
122
First Horizon Advisors
Tennessee
$18.2M +$1.07M +20,878 +6%
APC
123
Aspire Private Capital
North Carolina
$17.9M +$1.94M +37,886 +12%
BCP
124
Blue Chip Partners
Michigan
$17.8M +$1.96M +38,294 +12%
AWS
125
Atria Wealth Solutions
New York
$16.8M -$547K -10,705 -3%
3 4
5
6 7