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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 %
Brown Advisory
151
Brown Advisory
Maryland
$14.2M +$2.06M +41,016 +17%
RFP
152
Roth Financial Partners
Texas
$13.3M +$1.12M +22,369 +9%
GBT
153
Grove Bank & Trust
Florida
$13.3M +$1.16M +23,076 +10%
Deutsche Bank
154
Deutsche Bank
Germany
$13M +$263K +5,251 +2%
PWM
155
Perigon Wealth Management
California
$12.8M -$358K -7,144 -3%
CPA
156
Cardiff Park Advisors
California
$12.7M +$29.7K +593 +0.2%
Kovitz Investment Group Partners
157
Kovitz Investment Group Partners
Illinois
$12.6M +$2.89M +57,691 +30%
RJT
158
Raymond James Trust
Florida
$12.5M +$241K +4,814 +2%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$12.5M +$231K +4,609 +2%
EAM
160
Evanson Asset Management
California
$12.4M +$2.11K +42 +0%
DIA
161
Davidson Investment Advisors
Montana
$12M +$1.8M +35,932 +18%
FM
162
Foster & Motley
Ohio
$11.9M +$731K +14,582 +7%
DP
163
Divergent Planning
Maryland
$11.8M +$498K +9,932 +4%
SOAG
164
Silver Oak Advisory Group
Oregon
$11.8M +$446K +8,895 +4%
ST
165
Smithfield Trust
Pennsylvania
$11.5M -$1.05M -20,940 -8%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$11.4M +$1.77M +35,355 +18%
VFP
167
Verus Financial Partners
Virginia
$11.2M -$67.7K -1,352 -0.6%
RGC
168
Roberts, Glore & Co
Illinois
$11.2M -$668K -13,333 -6%
CFO
169
Colony Family Offices
North Carolina
$11.1M +$574K +11,459 +5%
SA
170
Stewardship Advisors
Pennsylvania
$11M +$2.2M +43,943 +25%
NOI
171
Newton One Investments
Delaware
$10.9M -$2.23M -44,519 -17%
PIFP
172
Partners in Financial Planning
Virginia
$10.9M -$124K -2,470 -1%
BF
173
Brooklyn FI
New York
$10.9M +$856K +17,083 +9%
PP
174
PDS Planning
Ohio
$10.8M -$60.3K -1,204 -0.6%
AHC
175
Anderson Hoagland & Co
Missouri
$10.8M +$41.2K +819 +0.4%
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