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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+30
Holders Change %
+2.86%
% of All Funds
15.69%
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
Charles Schwab
California
$1.53B
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$693M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.5B
4
Northern Trust
Northern Trust
Illinois
$729M
5
Creative Planning
Creative Planning
Kansas
$1.28B

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.59B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.75B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$860M
5
HDIM
Hanson & Doremus Investment Management
Vermont
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$17.1M +$2.17M +43,298 +15%
AWS
127
Atria Wealth Solutions
New York
$17M +$2.73M +54,533 +19%
FHA
128
First Horizon Advisors
Tennessee
$16.8M +$2.81M +56,029 +20%
FPCP
129
Fort Point Capital Partners
California
$16.5M -$4.87M -97,273 -23%
GAG
130
Goodman Advisory Group
Massachusetts
$16.5M -$1.96M -39,136 -11%
UA
131
Unison Advisors
District of Columbia
$16.3M -$265K -5,294 -2%
LRIA
132
Leonard Rickey Investment Advisors
Washington
$16.1M -$960K -19,166 -6%
HCM
133
Hengehold Capital Management
Ohio
$16M -$158K -3,156 -1%
SP
134
Stairway Partners
Illinois
$15.7M +$155K +3,090 +1%
APC
135
Aspire Private Capital
North Carolina
$15.6M +$593K +11,833 +4%
BCP
136
Blue Chip Partners
Michigan
$15.5M +$1.07M +21,400 +7%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$15.5M – – –
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$15.3M +$8.43M +168,330 +123%
SLWA
139
San Luis Wealth Advisors
California
$15.3M +$15.3M +304,708 New
NA
140
NewEdge Advisors
Louisiana
$15.3M +$8.84M +176,316 +138%
AA
141
Atmos Advisory
Pennsylvania
$15.2M +$541K +10,792 +4%
ERIM
142
Eagle Ridge Investment Management
Connecticut
$15M +$494K +9,864 +3%
CWM
143
Cahaba Wealth Management
Georgia
$15M +$447K +8,926 +3%
Empower Advisory Group
144
Empower Advisory Group
Colorado
$15M +$901K +17,976 +6%
FVWA
145
Foster Victor Wealth Advisors
South Carolina
$14.9M +$348K +6,888 +2%
MWP
146
Moller Wealth Partners
$14.8M +$714K +14,250 +5%
AC
147
Apella Capital
Connecticut
$14.8M -$293K -5,823 -2%
BSSFA
148
Baron Silver Stevens Financial Advisors
Florida
$14.8M +$1.02M +20,353 +7%
MLA
149
MB, Levis & Associates
Pennsylvania
$14.7M +$622K +12,422 +4%
BCM
150
Brookstone Capital Management
Illinois
$14.4M -$678K -13,415 -4%
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