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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,049 hedge funds and large institutions have $24.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 334 reducing their positions, and 73 closing their positions.

Holders
1,049
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
15.21%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.25%
New
77
Increased
504
Reduced
334
Closed
73
Calls
$1.36M
Puts
$4.4M
Net Calls
-$3.04M
Net Calls Change
-$1.06M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.44B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$189M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.75B
4
Jane Street
4
Jane Street
New York
$82.9M
5
GM
5
GeoWealth Management
Illinois
$78.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.9B
3
MIS
3
Morningstar Investment Services
Illinois
$64.9M
4
KOC
4
Koss-Olinger Consulting
Florida
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$935M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
151
Cardiff Park Advisors
California
$12.8M -$622K -12,301 -5%
ST
152
Smithfield Trust
Pennsylvania
$12.7M +$3.35M +66,264 +36%
PPP
153
Private Portfolio Partners
New Jersey
$12.5M +$568K +11,223 +5%
EAM
154
Evanson Asset Management
California
$12.5M +$2.27M +44,806 +22%
RJT
155
Raymond James Trust
Florida
$12.4M +$871K +17,220 +8%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$12.3M -$2.63M -51,960 -18%
RFP
157
Roth Financial Partners
Texas
$12.3M +$1.34M +26,415 +12%
GBT
158
Grove Bank & Trust
Florida
$12.2M +$2.07M +40,882 +20%
Brown Advisory
159
Brown Advisory
Maryland
$12.2M +$2.21M +43,647 +22%
BCM
160
Blume Capital Management
California
$12.2M -$70.8K -1,400 -0.6%
SPP
161
Single Point Partners
Massachusetts
$12M +$129K +2,545 +1%
RGC
162
Roberts, Glore & Co
Illinois
$12M +$710K +14,035 +6%
SOAG
163
Silver Oak Advisory Group
Oregon
$11.5M +$403K +7,969 +4%
VFP
164
Verus Financial Partners
Virginia
$11.4M +$506K +9,993 +5%
DP
165
Divergent Planning
Maryland
$11.4M +$5.15M +102,238 +83%
FM
166
Foster & Motley
Ohio
$11.3M +$1.51M +29,878 +15%
Barclays
167
Barclays
United Kingdom
$11.2M -$12.2M -241,536 -52%
PIFP
168
Partners in Financial Planning
Virginia
$11.1M +$315K +6,218 +3%
PP
169
PDS Planning
Ohio
$11M +$32.8K +648 +0.3%
PAG
170
Private Advisor Group
New Jersey
$10.7M -$607K -11,993 -5%
CFO
171
Colony Family Offices
North Carolina
$10.7M +$1.09M +21,482 +11%
APP
172
Avantax Planning Partners
Iowa
$10.7M +$7.62M +150,647 +251%
AHC
173
Anderson Hoagland & Co
Missouri
$10.6M -$288K -5,778 -3%
KWM
174
Keebeck Wealth Management
Illinois
$10.6M -$71.9K -1,421 -0.7%
FT
175
Fiduciary Trust
Massachusetts
$10.4M -$211K -4,172 -2%
5 6
7
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