VTEB icon

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 %
AFG
201
ABLE Financial Group
Arizona
$8.8M +$568K +11,343 +7%
CF
202
Corrigan Financial
Rhode Island
$8.79M – – –
FMWA
203
Forvis Mazars Wealth Advisors
Missouri
$8.77M -$140K -2,794 -2%
TCBWMS
204
Texas Capital Bank Wealth Management Services
Texas
$8.69M +$276K +5,507 +3%
2L
205
25 LLC
Missouri
$8.57M +$433K +8,642 +5%
SB
206
Strategic Blueprint
Georgia
$8.38M +$1.17M +23,289 +16%
OPAM
207
Ocean Park Asset Management
California
$8.32M – – –
CC
208
Capstone Capital
Nevada
$8.12M +$763K +15,224 +10%
WAG
209
Winthrop Advisory Group
Massachusetts
$8M +$154K +3,070 +2%
AFG
210
Altiora Financial Group
Ohio
$7.95M +$7.42M +148,130 +1,417%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$7.9M -$2.23M -44,494 -22%
XF
212
XML Financial
Maryland
$7.78M -$46K -918 -0.6%
AIM
213
AMI Investment Management
Indiana
$7.68M +$146K +2,914 +2%
VA
214
Valmark Advisers
Ohio
$7.65M +$481K +9,605 +7%
RA
215
Riversedge Advisors
Delaware
$7.64M -$681K -13,596 -8%
OAP
216
One Advisory Partners
Kansas
$7.61M -$190K -3,791 -2%
JFA
217
JNBA Financial Advisors
Minnesota
$7.55M -$1.39M -27,759 -16%
SWP
218
Stratos Wealth Partners
Ohio
$7.55M +$291K +5,815 +4%
AT
219
Arden Trust
Delaware
$7.42M +$194K +3,874 +3%
SIA
220
Soltis Investment Advisors
Utah
$7.41M -$1.05M -20,957 -12%
Pathstone Holdings
221
Pathstone Holdings
New Jersey
$7.4M +$2.12M +42,392 +40%
IAN
222
Integrated Advisors Network
Texas
$7.39M +$1.2M +23,864 +19%
CFP
223
Cascade Financial Partners
California
$7.38M +$72.5K +1,447 +1%
JSA
224
Jacobson & Schmitt Advisors
Wisconsin
$7.27M +$1.39M +27,703 +24%
PO
225
Private Ocean
California
$7.27M -$284K -5,674 -4%
7 8
9
10 11