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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
+$122M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$80.7M
4
Northern Trust
Northern Trust
Illinois
+$70.6M
5
Creative Planning
Creative Planning
Kansas
+$39.9M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$189M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$145M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$114M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.8M
5
HDIM
Hanson & Doremus Investment Management
Vermont
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Private Advisor Group
New Jersey
$10.6M +$48.5K +967 +0.5%
KWM
177
Keebeck Wealth Management
Illinois
$10.6M +$128K +2,562 +1%
Comerica Bank
178
Comerica Bank
Texas
$10.4M -$3.66M -73,101 -26%
TC
179
Tenret Company
Florida
$10.4M +$105K +2,100 +1%
AIA
180
Alera Investment Advisors
Illinois
$10.3M +$10.3M +206,208 New
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$10.3M +$655K +13,066 +7%
BCM
182
Blume Capital Management
California
$10.2M -$1.83M -36,427 -15%
RA
183
RFG Advisory
Alabama
$10.1M +$1.67M +33,283 +20%
ONB
184
Old National Bancorp
Indiana
$10.1M +$2.91M +57,984 +40%
FCM
185
Firestone Capital Management
Florida
$10M +$908K +18,123 +10%
B
186
Bailard
California
$9.88M -$8.68M -173,156 -47%
APP
187
Avantax Planning Partners
Iowa
$9.8M -$757K -15,110 -7%
SWM
188
SigFig Wealth Management
California
$9.45M -$6.37M -127,132 -40%
SFA
189
Seneca Financial Advisors
New York
$9.4M +$1.53M +30,540 +19%
FT
190
Fiduciary Trust
Massachusetts
$9.36M -$949K -18,947 -9%
CA
191
CGN Advisors
Kansas
$9.34M +$1.18M +23,609 +14%
PWS
192
Physician Wealth Solutions
Nevada
$9.34M +$312K +6,225 +3%
MAV
193
Mason & Associates (Virginia)
Virginia
$9.25M +$9.25M +184,647 New
CT
194
Coastline Trust
Rhode Island
$9.23M -$884K -17,633 -9%
CAM
195
Clark Asset Management
New Hampshire
$9.21M +$751K +14,991 +9%
1WM
196
1900 Wealth Management
Texas
$9.21M +$453K +9,039 +5%
RFA
197
RTD Financial Advisors
Pennsylvania
$9.13M -$150K -2,993 -2%
CA
198
Clearstead Advisors
Ohio
$8.94M -$211K -4,219 -2%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$8.91M +$2.31M +46,016 +35%
EFP
200
EnRich Financial Partners
Wisconsin
$8.86M -$82.9K -1,654 -0.9%
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