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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 %
RFP
151
Roth Financial Partners
Texas
$14M +$444K +8,685 +3%
GBT
152
Grove Bank & Trust
Florida
$13.8M +$261K +5,112 +2%
Citadel Advisors
153
Citadel Advisors
Florida
$13.7M +$12.4M +243,516 +977%
AFG
154
ABLE Financial Group
Arizona
$13.7M +$4.73M +92,438 +53%
NOI
155
Newton One Investments
Delaware
$13.7M +$2.55M +49,846 +23%
RJT
156
Raymond James Trust
Florida
$13.7M +$904K +17,688 +7%
PPP
157
Private Portfolio Partners
New Jersey
$13.2M +$13.2M +258,684 New
SF
158
Summit Financial
New Jersey
$13.1M +$5.83M +114,011 +80%
ONB
159
Old National Bancorp
Indiana
$13.1M +$2.82M +55,067 +27%
DP
160
Divergent Planning
Maryland
$13.1M +$1.11M +21,855 +9%
CPA
161
Cardiff Park Advisors
California
$12.9M -$38.9K -761 -0.3%
PWM
162
Perigon Wealth Management
California
$12.9M -$145K -2,836 -1%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$12.9M +$5.32M +104,050 +70%
BF
164
Brooklyn FI
New York
$12.9M +$1.78M +34,822 +16%
Brown Advisory
165
Brown Advisory
Maryland
$12.8M -$1.62M -31,606 -11%
CFO
166
Colony Family Offices
North Carolina
$12.8M +$1.4M +27,289 +12%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$12.6M +$1.01M +19,799 +9%
EAM
168
Evanson Asset Management
California
$12.6M +$3.78K +74 +0%
FM
169
Foster & Motley
Ohio
$12.4M +$238K +4,654 +2%
AI
170
Atria Investments
North Carolina
$12.3M -$5.36M -104,936 -30%
SOAG
171
Silver Oak Advisory Group
Oregon
$12.2M +$160K +3,127 +1%
SSA
172
Schonfeld Strategic Advisors
New York
$12.1M +$12.1M +236,631 New
VFP
173
Verus Financial Partners
Virginia
$11.7M +$290K +5,670 +3%
AHC
174
Anderson Hoagland & Co
Missouri
$11.6M +$693K +13,622 +6%
PAG
175
Private Advisor Group
New Jersey
$11.5M +$642K +12,565 +6%
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