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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 %
VFP
176
Verus Financial Partners
Virginia
$11.8M +$387K +7,792 +3%
SPP
177
Single Point Partners
Massachusetts
$11.8M +$11.8M +235,468 New
PP
178
PDS Planning
Ohio
$11.7M +$838K +16,723 +8%
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$11.6M +$1.69M +33,621 +17%
EPM
180
Elm Partners Management
Pennsylvania
$11.5M -$2.99M -59,727 -21%
Comerica Bank
181
Comerica Bank
Texas
$11.4M +$652K +13,002 +6%
ST
182
Smithfield Trust
Pennsylvania
$11.4M +$959K +19,111 +9%
P
183
&Partners
Tennessee
$11.2M +$6.23M +124,085 +124%
CAM
184
Clark Asset Management
New Hampshire
$11.2M +$1.17M +23,420 +12%
JAA
185
Joel Adams & Associates
North Carolina
$11.1M +$11.1M +221,743 New
HP
186
HT Partners
Connecticut
$11M +$11M +220,376 New
SA
187
Stewardship Advisors
Pennsylvania
$10.9M +$458K +9,129 +4%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$10.7M -$4.85M -96,717 -31%
TC
189
Tenret Company
Florida
$10.6M – – –
TFG
190
Tilson Financial Group
New Jersey
$10.6M +$3.85M +76,813 +57%
SPC
191
Spirepoint Private Client
Florida
$10.5M +$2.73M +54,386 +35%
SFA
192
Seneca Financial Advisors
New York
$10.5M +$130K +2,596 +1%
PIFP
193
Partners in Financial Planning
Virginia
$10.5M -$643K -12,836 -6%
RGC
194
Roberts, Glore & Co
Illinois
$10.3M -$618K -12,330 -6%
CT
195
Coastline Trust
Rhode Island
$10.3M +$1.05M +20,859 +11%
AFG
196
Atomi Financial Group
New York
$10.2M +$2.77M +55,350 +37%
EFP
197
EnRich Financial Partners
Wisconsin
$10.2M +$1.11M +22,055 +12%
CA
198
CGN Advisors
Kansas
$10.2M +$2.06M +41,055 +25%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$10.1M -$956K -19,065 -9%
FT
200
Fiduciary Trust
Massachusetts
$10M +$657K +13,103 +7%
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