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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.

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
1
Wells Fargo
California
$608M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.61B
3
Charles Schwab
3
Charles Schwab
California
$1.61B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.67B
5
Northern Trust
5
Northern Trust
Illinois
$791M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$704M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Jane Street
4
Jane Street
New York
$8.11M
5
Creative Planning
5
Creative Planning
Kansas
$1.28B
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.82B 74,673,601 -70,527 -0.1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.67B 32,666,395 +959,101 +3%
Charles Schwab
3
Charles Schwab
California
$1.61B 31,559,694 +1,003,475 +3%
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.61B 31,548,822 +1,571,716 +5%
Creative Planning
5
Creative Planning
Kansas
$1.28B 24,963,386 -637,648 -2%
RJA
6
Raymond James & Associates
Florida
$919M 17,969,381 +75,969 +0.4%
Northern Trust
7
Northern Trust
Illinois
$791M 15,482,295 +925,761 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$704M 13,765,113 -3,405,459 -20%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$676M 13,224,921 -605,490 -4%
Morgan Stanley
10
Morgan Stanley
New York
$665M 13,007,577 +755,730 +6%
Wells Fargo
11
Wells Fargo
California
$608M 11,886,750 +4,218,051 +55%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$506M 9,904,093 +531,305 +6%
SEI Investments
13
SEI Investments
Pennsylvania
$500M 9,789,934 -451,458 -4%
Bank of America
14
Bank of America
North Carolina
$465M 9,104,421 -271,419 -3%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$305M 5,959,205 +319,977 +6%
UBS Group
16
UBS Group
Switzerland
$290M 5,666,361 -513,732 -8%
Franklin Resources
17
Franklin Resources
California
$269M 5,322,215 +818,486 +18%
AL
18
Aspiriant LLC
California
$266M 5,193,824 -27,257 -0.5%
LPL Financial
19
LPL Financial
California
$255M 4,990,070 +433,676 +10%
Corient Private Wealth
20
Corient Private Wealth
Florida
$211M 4,133,811 +127,921 +3%
Ameriprise
21
Ameriprise
Minnesota
$196M 3,830,590 +145,206 +4%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$185M 3,618,618 +265,307 +8%
US Bancorp
23
US Bancorp
Minnesota
$175M 3,416,227 +41,437 +1%
RWP
24
RWA Wealth Partners
Massachusetts
$167M 3,275,816 +90,216 +3%
Cerity Partners
25
Cerity Partners
New York
$165M 3,235,937 +73,945 +2%
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