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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.

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 %
GAA
1251
Guardian Asset Advisors
Pennsylvania
– -$202K -3,950 Closed
MFWP
1252
Mosaic Family Wealth Partners
Missouri
– -$202K -3,949 Closed
PS
1253
Planned Solutions
California
– -$196K -3,835 Closed
IAS
1254
IMA Advisory Services
Colorado
– -$133K -2,600 Closed
DI
1255
DAGCO Inc
Ohio
– -$126K -2,468 Closed
CF
1256
Centaurus Financial
California
– -$106K -2,082 Closed
NFA
1257
Northwest Financial Advisors
Virginia
– -$97.1K -1,900 Closed
CLOS
1258
Compagnie Lombard Odier SCmA
Switzerland
– -$81.1K -1,586 Closed
TWC
1259
TD Waterhouse Canada
Ontario, Canada
– -$76.7K -1,500 Closed
BF
1260
BOK Financial
Oklahoma
– -$62.8K -1,231 Closed
VAMG
1261
Voisard Asset Management Group
Michigan
– -$55.9K -1,094 Closed
HGERS
1262
Householder Group Estate & Retirement Specialist
Arizona
– -$49K -966 Closed
OA
1263
Operose Advisors
Wisconsin
– -$32.3K -631 Closed
SHF
1264
Safe Harbor Fiduciary
Florida
– -$29K -567 Closed
PMFA
1265
Plante Moran Financial Advisors
Michigan
– -$27.4K -536 Closed
CA
1266
Claris Advisors
Missouri
– -$19.2K -375 Closed
IWP
1267
IAG Wealth Partners
Wisconsin
– -$13K -254 Closed
MIM
1268
Macroview Investment Management
Maryland
– -$9.65K -189 Closed
FFA
1269
Frazier Financial Advisors
Ohio
– -$9K -176 Closed
SC
1270
Stephens Consulting
Michigan
– -$6.49K -127 Closed
SFCL
1271
Strengthening Families & Communities LLC
Massachusetts
– -$3.47K -68 Closed
JIP
1272
Jaffetilchin Investment Partners
Florida
– -$10 – –
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