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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
1.35%
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
1
JPMorgan Chase & Co
New York
$3.95B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$779M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$112M
4
Franklin Resources
4
Franklin Resources
California
$338M
5
Charles Schwab
5
Charles Schwab
California
$1.64B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.23B
2
WAG
2
Winthrop Advisory Group
Massachusetts
$9.98M
3
MIS
3
Morningstar Investment Services
Illinois
$7.3M
4
RWM
4
Rockwood Wealth Management
Pennsylvania
$9.12M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
101
Nicolet Advisory Services
Wisconsin
$26.8M -$555K -11,166 -2%
BPA
102
Beacon Pointe Advisors
California
$26.4M +$398K +7,947 +2%
BA
103
BIP Alliance
Georgia
$26.1M +$26.1M +521,175 New
SL
104
Salomon & Ludwin
Virginia
$25.9M +$818K +16,320 +3%
BOH
105
Bank of Hawaii
Hawaii
$25.7M +$776K +15,481 +3%
Renaissance Technologies
106
Renaissance Technologies
New York
$24.8M -$18.8M -375,100 -43%
FPCP
107
Fort Point Capital Partners
California
$24.6M +$4.76M +94,900 +24%
CFB
108
Cullen/Frost Bankers
Texas
$23.6M +$5.42M +108,101 +30%
JPG
109
Jordan Park Group
California
$23.3M +$23.3M +464,541 New
CI
110
CX Institutional
Indiana
$23.2M +$4.33M +86,391 +23%
NYLIM
111
New York Life Investment Management
New York
$23.2M -$535K -10,680 -2%
Lazard Asset Management
112
Lazard Asset Management
New York
$23.2M -$24.3M – –
HWA
113
Hilltop Wealth Advisors
North Carolina
$22.7M +$1.66M +33,040 +8%
OPS
114
Orion Portfolio Solutions
Nebraska
$22.5M +$3.47M +69,244 +18%
BCI
115
Brinker Capital Investments
Pennsylvania
$22.5M +$3.47M +69,244 +18%
RCA
116
Resonant Capital Advisors
Wisconsin
$22.4M +$2.34M +46,666 +12%
APM
117
a16z Perennial Management
California
$21.8M – – –
LWM
118
Luminvest Wealth Management
Arizona
$21.8M +$3.15M +62,737 +17%
NA
119
NewEdge Advisors
Louisiana
$21.8M +$263K +5,239 +1%
SLWA
120
San Luis Wealth Advisors
California
$21.8M -$1.84M -36,678 -8%
QWP
121
Quotient Wealth Partners
Texas
$20.3M +$1.52M +30,337 +8%
HCC
122
Hirtle Callaghan & Co
Pennsylvania
$20.2M -$20.7M – –
EA
123
Enclave Advisors
Texas
$20M +$3.57M +71,243 +22%
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$19.3M +$6.64M +132,530 +53%
HWA
125
Heartwood Wealth Advisors
Virginia
$18.5M +$187K +3,733 +1%
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5
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