VTEB icon

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 %
TCM
151
Towneley Capital Management
California
$14.8M +$8.92M +178,004 +151%
CFO
152
Colony Family Offices
North Carolina
$14.7M +$2.21M +43,999 +18%
Deutsche Bank
153
Deutsche Bank
Germany
$14.6M -$849K -16,932 -5%
PPP
154
Private Portfolio Partners
New Jersey
$14.6M +$1.63M +32,444 +13%
PWS
155
Physician Wealth Solutions
Nevada
$14.5M +$436K +8,691 +3%
ONB
156
Old National Bancorp
Indiana
$14.2M +$1.33M +26,498 +10%
NOI
157
Newton One Investments
Delaware
$14.1M +$734K +14,648 +5%
UB
158
UMB Bank
Missouri
$14M +$9.21M +183,686 +191%
GBT
159
Grove Bank & Trust
Florida
$14M +$453K +9,045 +3%
RFP
160
Roth Financial Partners
Texas
$13.9M +$145K +2,894 +1%
SF
161
Summit Financial
New Jersey
$13.8M +$979K +19,529 +8%
AWS
162
Atria Wealth Solutions
New York
$13.7M -$2.81M -55,969 -17%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$13.7M +$1.29M +25,713 +10%
BF
164
Brooklyn FI
New York
$13.6M +$1.01M +20,097 +8%
LRIA
165
Leonard Rickey Investment Advisors
Washington
$13.6M -$2.69M -53,608 -17%
EAM
166
Evanson Asset Management
California
$13.6M +$1.17M +23,319 +9%
FM
167
Foster & Motley
Ohio
$13.3M +$1.15M +22,854 +9%
DP
168
Divergent Planning
Maryland
$13.2M +$364K +7,318 +3%
PWM
169
Perigon Wealth Management
California
$13M +$453K +9,092 +4%
CPA
170
Cardiff Park Advisors
California
$12.9M +$275K +5,478 +2%
AHC
171
Anderson Hoagland & Co
Missouri
$12.8M +$1.41M +28,157 +12%
CA
172
Clearstead Advisors
Ohio
$12.3M +$2.9M +57,855 +31%
PAG
173
Private Advisor Group
New Jersey
$12.1M +$885K +17,650 +8%
SOAG
174
Silver Oak Advisory Group
Oregon
$12M +$8.22K +164 +0.1%
Citadel Advisors
175
Citadel Advisors
Florida
$11.9M -$1.54M -30,817 -11%
5 6
7
8 9