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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
1.34%
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
JPMorgan Chase & Co
New York
$3.95B
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$779M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$112M
4
Franklin Resources
Franklin Resources
California
$338M
5
Charles Schwab
Charles Schwab
California
$1.64B

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.23B
2
WAG
Winthrop Advisory Group
Massachusetts
$9.98M
3
MIS
Morningstar Investment Services
Illinois
$7.3M
4
RWM
Rockwood Wealth Management
Pennsylvania
$9.12M
5
Lazard Asset Management
Lazard Asset Management
New York
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
126
Aspire Private Capital
North Carolina
$18.4M +$860K +17,153 +5%
MCWS
127
McKinley Carter Wealth Services
West Virginia
$18.3M -$1.15M -23,009 -6%
Lido Advisors
128
Lido Advisors
California
$18M -$444K -8,861 -2%
Empower Advisory Group
129
Empower Advisory Group
Colorado
$17.8M +$2.06M +41,058 +13%
FHA
130
First Horizon Advisors
Tennessee
$17.7M -$128K -2,556 -0.7%
KAS
131
Kestra Advisory Services
Texas
$17.4M +$3.68M +73,427 +27%
DIA
132
Davidson Investment Advisors
Montana
$17.3M +$2.14M +42,623 +14%
GAG
133
Goodman Advisory Group
Massachusetts
$17.3M +$887K +17,685 +5%
MWP
134
Moller Wealth Partners
$16.8M +$1.21M +24,208 +8%
HCM
135
Hengehold Capital Management
Ohio
$16.2M -$116K -2,322 -0.7%
UA
136
Unison Advisors
District of Columbia
$16.2M -$192K -3,837 -1%
AA
137
Atmos Advisory
Pennsylvania
$15.9M +$311K +6,204 +2%
SP
138
Stairway Partners
Illinois
$15.9M -$267K -5,318 -2%
BCP
139
Blue Chip Partners
Michigan
$15.8M -$1.58M -31,530 -9%
BCM
140
Brookstone Capital Management
Illinois
$15.7M +$299K +5,957 +2%
ERIM
141
Eagle Ridge Investment Management
Connecticut
$15.7M -$337K -6,714 -2%
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$15.5M – – –
BSSFA
143
Baron Silver Stevens Financial Advisors
Florida
$15.5M +$109K +2,178 +0.7%
SFG
144
Stonebridge Financial Group
Pennsylvania
$15.2M +$15.2M +303,052 New
FVWA
145
Foster Victor Wealth Advisors
South Carolina
$15.2M +$417K +8,350 +3%
CWM
146
Cahaba Wealth Management
Georgia
$15.2M +$35.6K +711 +0.2%
MLA
147
MB, Levis & Associates
Pennsylvania
$15.1M +$266K +5,309 +2%
AFG
148
ABLE Financial Group
Arizona
$15.1M +$1.65M +32,923 +12%
AC
149
Apella Capital
Connecticut
$15M -$79.9K -1,593 -0.5%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$15M +$191K +3,807 +1%
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