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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 %
RFA
201
RTD Financial Advisors
Pennsylvania
$9.16M -$152K -2,979 -2%
QWM
202
Quaker Wealth Management
New Jersey
$9.16M +$9.16M +179,152 New
CF
203
Corrigan Financial
Rhode Island
$9.11M +$229K +4,480 +3%
FMWA
204
Forvis Mazars Wealth Advisors
Missouri
$8.99M +$38.7K +758 +0.4%
SB
205
Strategic Blueprint
Georgia
$8.99M +$439K +8,591 +5%
B
206
Bailard
California
$8.69M -$1.39M -27,242 -14%
WCA
207
Westover Capital Advisors
Delaware
$8.61M +$4.83M +94,488 +128%
OPAM
208
Ocean Park Asset Management
California
$8.49M – – –
AIM
209
AMI Investment Management
Indiana
$8.46M +$623K +12,189 +8%
CC
210
Capstone Capital
Nevada
$8.45M +$171K +3,354 +2%
SIA
211
Soltis Investment Advisors
Utah
$8.44M +$875K +17,121 +12%
RA
212
RFG Advisory
Alabama
$8.42M -$1.93M -37,692 -19%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$8.38M +$330K +6,468 +4%
WAG
214
Winthrop Advisory Group
Massachusetts
$8.32M +$156K +3,051 +2%
CA
215
CGN Advisors
Kansas
$8.28M -$1.25M -24,442 -13%
JSA
216
Jacobson & Schmitt Advisors
Wisconsin
$8.27M +$849K +16,610 +11%
AFG
217
Altiora Financial Group
Ohio
$8.11M – – –
Jane Street
218
Jane Street
New York
$8.11M -$49.5M -969,106 -86%
VA
219
Valmark Advisers
Ohio
$8.08M +$272K +5,329 +3%
XF
220
XML Financial
Maryland
$8.01M +$73.8K +1,443 +0.9%
AAS
221
Avantax Advisory Services
Texas
$7.97M +$3.15M +61,557 +65%
SPC
222
Spirepoint Private Client
Florida
$7.93M +$3.16M +61,760 +66%
VFA
223
Valeo Financial Advisors
Indiana
$7.81M +$4.94M +96,553 +172%
GWS
224
Glassman Wealth Services
Virginia
$7.69M +$1.05M +20,506 +16%
TPCW
225
TD Private Client Wealth
New York
$7.69M +$1.69M +33,065 +28%
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