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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,049 hedge funds and large institutions have $24.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 334 reducing their positions, and 73 closing their positions.

Holders
1,049
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
15.21%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.25%
New
77
Increased
504
Reduced
334
Closed
73
Calls
$1.36M
Puts
$4.4M
Net Calls
-$3.04M
Net Calls Change
-$1.06M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.44B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$189M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.75B
4
Jane Street
4
Jane Street
New York
$82.9M
5
GM
5
GeoWealth Management
Illinois
$78.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.9B
3
MIS
3
Morningstar Investment Services
Illinois
$64.9M
4
KOC
4
Koss-Olinger Consulting
Florida
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$935M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.9B 77,011,697 -9,371,274 -11%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.75B 34,598,700 +1,806,787 +6%
CSIA
3
Charles Schwab Investment Advisory
California
$1.49B 29,485,963 +1,333,540 +5%
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.44B 28,367,266 +3,543,291 +14%
Creative Planning
5
Creative Planning
Kansas
$1.26B 24,804,375 +50,023 +0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$935M 18,483,470 -685,001 -4%
RJA
7
Raymond James & Associates
Florida
$892M 17,637,463 +403,508 +2%
Northern Trust
8
Northern Trust
Illinois
$665M 13,146,923 +1,426,351 +12%
Morgan Stanley
9
Morgan Stanley
New York
$622M 12,302,343 -12,614,759 -51%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$576M 11,389,248 +455,925 +4%
SEI Investments
11
SEI Investments
Pennsylvania
$537M 10,619,456 -427,127 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$449M 8,869,930 +514,629 +6%
Bank of America
13
Bank of America
North Carolina
$437M 8,644,408 +669,622 +8%
Wells Fargo
14
Wells Fargo
California
$357M 7,055,907 -316,736 -4%
UBS Group
15
UBS Group
Switzerland
$309M 6,102,134 -248,626 -4%
AL
16
Aspiriant LLC
California
$254M 5,021,908 -483,147 -9%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$253M 4,998,676 +362,585 +8%
Corient Private Wealth
18
Corient Private Wealth
Florida
$229M 4,522,294 -5,761 -0.1%
Franklin Resources
19
Franklin Resources
California
$228M 4,514,452 +728,049 +19%
LPL Financial
20
LPL Financial
California
$209M 4,121,881 +1,482,759 +56%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$189M 3,737,300 +3,373,000 +926%
US Bancorp
22
US Bancorp
Minnesota
$187M 3,693,174 -159,723 -4%
Ameriprise
23
Ameriprise
Minnesota
$176M 3,481,202 +486,533 +16%
RWP
24
RWA Wealth Partners
Massachusetts
$160M 3,163,683 +109,692 +4%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$158M 3,124,553 +453,145 +17%
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