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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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$704M
2
SW
Simplicity Wealth
New Jersey
$0
3
IAA
Independent Advisor Alliance
North Carolina
$0
4
Jane Street
Jane Street
New York
$8.11M
5
Creative Planning
Creative Planning
Kansas
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
126
Enclave Advisors
Texas
$16.7M +$16.7M +327,561 New
GAG
127
Goodman Advisory Group
Massachusetts
$16.7M -$169K -3,301 -1%
UA
128
Unison Advisors
District of Columbia
$16.7M +$33.5K +656 +0.2%
HCM
129
Hengehold Capital Management
Ohio
$16.6M +$326K +6,375 +2%
LRIA
130
Leonard Rickey Investment Advisors
Washington
$16.6M +$128K +2,511 +0.8%
SP
131
Stairway Partners
Illinois
$16.4M +$470K +9,190 +3%
ERIM
132
Eagle Ridge Investment Management
Connecticut
$16.3M +$1M +19,597 +7%
Empower Advisory Group
133
Empower Advisory Group
Colorado
$16.1M +$784K +15,340 +5%
MWP
134
Moller Wealth Partners
$15.9M +$797K +15,591 +5%
AA
135
Atmos Advisory
Pennsylvania
$15.9M +$351K +6,870 +2%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$15.9M -$1.58M -30,872 -9%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$15.8M – – –
Deutsche Bank
138
Deutsche Bank
Germany
$15.8M +$2.53M +49,572 +19%
BCM
139
Brookstone Capital Management
Illinois
$15.7M +$1.12M +21,963 +8%
BSSFA
140
Baron Silver Stevens Financial Advisors
Florida
$15.7M +$590K +11,536 +4%
DIA
141
Davidson Investment Advisors
Montana
$15.5M +$3.2M +62,686 +26%
CWM
142
Cahaba Wealth Management
Georgia
$15.4M +$132K +2,583 +0.9%
AC
143
Apella Capital
Connecticut
$15.4M +$392K +7,665 +3%
MLA
144
MB, Levis & Associates
Pennsylvania
$15.2M +$125K +2,445 +0.8%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$15.1M +$2.36M +46,219 +19%
FVWA
146
Foster Victor Wealth Advisors
South Carolina
$15M -$16.1K -317 -0.1%
OMC
147
Old Mission Capital
Illinois
$14.8M -$13.9M -272,368 -48%
EPM
148
Elm Partners Management
Pennsylvania
$14.8M -$4.8M -93,857 -24%
PWS
149
Physician Wealth Solutions
Nevada
$14.1M +$4.69M +93,249 +50%
KAS
150
Kestra Advisory Services
Texas
$14M -$7.68M -150,329 -35%
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