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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,210 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, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
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
547
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
+$202M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$110M
4
Franklin Resources
Franklin Resources
California
+$71.2M
5
Charles Schwab
Charles Schwab
California
+$56M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$354M
2
WAG
Winthrop Advisory Group
Massachusetts
-$71.3M
3
MIS
Morningstar Investment Services
Illinois
-$59.5M
4
RWM
Rockwood Wealth Management
Pennsylvania
-$26.9M
5
Lazard Asset Management
Lazard Asset Management
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIGP
1226
Hill Investment Group Partners
Missouri
– -$839K -16,797 Closed
SSWM
1227
Sheets Smith Wealth Management
North Carolina
– -$725K -14,189 Closed
CKAIS
1228
Christensen King & Associates Investment Services
Washington
– -$651K -12,727 Closed
HFA
1229
Highland Financial Advisors
New Jersey
– -$532K -10,408 Closed
PCIG
1230
Partners Capital Investment Group
Massachusetts
– -$466K -9,115 Closed
WF
1231
WoodTrust Financial
Wisconsin
– -$421K -8,233 Closed
MWA
1232
Mills Wealth Advisors
Texas
– -$380K -7,441 Closed
TFG
1233
Tull Financial Group
Virginia
– -$370K -7,232 Closed
EPP
1234
ETF Portfolio Partners
Kansas
– -$350K -6,856 Closed
BIP
1235
Blueprint Investment Partners
North Carolina
– -$323K -6,325 Closed
FFN
1236
Focus Financial Network
Minnesota
– -$320K -6,268 Closed
FFG
1237
Frisch Financial Group
New York
– -$302K -5,909 Closed
SLA
1238
Silver Lake Advisory
Utah
– -$290K -5,680 Closed
BWP
1239
Baldwin Wealth Partners
Massachusetts
– -$279K -5,465 Closed
RWM
1240
RKL Wealth Management
Pennsylvania
– -$257K -5,022 Closed
BIA
1241
Barry Investment Advisors
Massachusetts
– -$252K -4,928 Closed
LFAS
1242
Level Four Advisory Services
Texas
– -$244K -4,849 Closed
BJL
1243
Brighton Jones LLC
Washington
– -$239K -4,685 Closed
OFG
1244
Oxford Financial Group
Indiana
– -$235K -4,592 Closed
SRC
1245
Shufro Rose & Co
New York
– -$224K -4,480 Closed
YIA
1246
YHB Investment Advisors
Connecticut
– -$226K -4,415 Closed
PFM
1247
Peak Financial Management
Massachusetts
– -$224K -4,380 Closed
PW
1248
Peninsula Wealth
California
– -$222K -4,362 Closed
SWA
1249
Strategies Wealth Advisors
Michigan
– -$213K -4,174 Closed
WAM
1250
Walker Asset Management
Missouri
– -$204K -4,000 Closed
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