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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.

Holders
1,079
Holders Change
+30
Holders Change %
+2.86%
% of All Funds
15.7%
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
1
Charles Schwab
California
$1.53B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$693M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.5B
4
SA
4
Sanctuary Advisors
Indiana
$71.1M
5
Northern Trust
5
Northern Trust
Illinois
$729M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.59B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.75B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$860M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.75B 74,744,128 -2,267,569 -3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.59B 31,707,294 -2,891,406 -8%
Charles Schwab
3
Charles Schwab
California
$1.53B 30,556,219 +30,556,219 New
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.5B 29,977,106 +1,609,840 +6%
Creative Planning
5
Creative Planning
Kansas
$1.28B 25,601,034 +796,659 +3%
RJA
6
Raymond James & Associates
Florida
$897M 17,893,412 +255,949 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$860M 17,170,572 -1,312,898 -7%
Northern Trust
8
Northern Trust
Illinois
$729M 14,556,534 +1,409,611 +11%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$693M 13,830,411 +2,441,163 +21%
Morgan Stanley
10
Morgan Stanley
New York
$614M 12,251,847 -50,496 -0.4%
SEI Investments
11
SEI Investments
Pennsylvania
$513M 10,241,392 -378,064 -4%
Bank of America
12
Bank of America
North Carolina
$470M 9,375,840 +731,432 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$470M 9,372,788 +502,858 +6%
Wells Fargo
14
Wells Fargo
California
$384M 7,668,699 +612,792 +9%
UBS Group
15
UBS Group
Switzerland
$310M 6,180,093 +77,959 +1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$281M 5,639,228 +640,552 +13%
AL
17
Aspiriant LLC
California
$262M 5,221,081 +199,173 +4%
LPL Financial
18
LPL Financial
California
$228M 4,556,394 +434,513 +11%
Franklin Resources
19
Franklin Resources
California
$226M 4,503,729 -10,723 -0.2%
Corient Private Wealth
20
Corient Private Wealth
Florida
$201M 4,005,890 -516,404 -11%
Ameriprise
21
Ameriprise
Minnesota
$185M 3,685,384 +204,182 +6%
US Bancorp
22
US Bancorp
Minnesota
$169M 3,374,790 -318,384 -9%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$168M 3,353,311 +228,758 +7%
RWP
24
RWA Wealth Partners
Massachusetts
$160M 3,185,600 +21,917 +0.7%
Cerity Partners
25
Cerity Partners
New York
$158M 3,161,992 +31,394 +1%
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