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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,210 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, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
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
547
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
+$202M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$110M
4
Franklin Resources
Franklin Resources
California
+$71.2M
5
Charles Schwab
Charles Schwab
California
+$56M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$354M
2
WAG
Winthrop Advisory Group
Massachusetts
-$71.3M
3
MIS
Morningstar Investment Services
Illinois
-$59.5M
4
RWM
Rockwood Wealth Management
Pennsylvania
-$26.9M
5
Lazard Asset Management
Lazard Asset Management
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
201
Winthrop Advisory Group
Massachusetts
$9.98M -$71.3M -142,748 -88%
KWM
202
Keebeck Wealth Management
Illinois
$9.85M +$260K +5,177 +3%
TCBWMS
203
Texas Capital Bank Wealth Management Services
Texas
$9.82M -$1.25M -24,915 -11%
ACA
204
Aptus Capital Advisors
Alabama
$9.71M +$3.2M +63,868 +49%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$9.63M +$228K +4,555 +2%
AI
206
Atria Investments
North Carolina
$9.61M -$2.41M -47,991 -20%
LWM
207
Level Wealth Management
North Carolina
$9.6M +$9.6M +191,520 New
FCM
208
Firestone Capital Management
Florida
$9.54M -$564K -11,255 -6%
1WM
209
1900 Wealth Management
Texas
$9.44M +$153K +3,044 +2%
AAS
210
Avantax Advisory Services
Texas
$9.25M +$1.44M +28,642 +18%
JSA
211
Jacobson & Schmitt Advisors
Wisconsin
$9.23M +$1.12M +22,363 +14%
2L
212
25 LLC
Missouri
$9.2M -$137K -2,738 -1%
BCM
213
Blume Capital Management
California
$9.13M -$1.15M -22,900 -11%
RWM
214
Rockwood Wealth Management
Pennsylvania
$9.12M -$26.9M -535,764 -75%
APP
215
Avantax Planning Partners
Iowa
$8.97M -$168K -3,355 -2%
CF
216
Corrigan Financial
Rhode Island
$8.96M +$27.8K +555 +0.3%
LAM
217
L2 Asset Management
Massachusetts
$8.94M +$8.94M +178,364 New
RFA
218
RTD Financial Advisors
Pennsylvania
$8.83M -$156K -3,109 -2%
VFA
219
Valeo Financial Advisors
Indiana
$8.74M +$1.08M +21,572 +14%
SWP
220
Stratos Wealth Partners
Ohio
$8.69M +$2.56M +51,140 +42%
KeyBank National Association
221
KeyBank National Association
Ohio
$8.67M +$6.02M +120,085 +227%
RA
222
RFG Advisory
Alabama
$8.66M +$398K +7,939 +5%
SPIA
223
Steward Partners Investment Advisory
New York
$8.65M +$1.28M +25,531 +17%
MCFP
224
Mallini Complete Financial Planning
Florida
$8.57M +$8.57M +171,017 New
CC
225
Capstone Capital
Nevada
$8.57M +$284K +5,658 +3%
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