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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,209 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, 546 increasing their positions, 338 reducing their positions, and 58 closing their positions.

Holders
1,209
Holders Change
+112
Holders Change %
+10.21%
% of All Funds
16.1%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.35%
New
187
Increased
546
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.04B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.95B
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$779M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$112M
5
Franklin Resources
5
Franklin Resources
California
$338M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.23B
2
WAG
2
Winthrop Advisory Group
Massachusetts
$9.98M
3
MIS
3
Morningstar Investment Services
Illinois
$7.3M
4
RWM
4
Rockwood Wealth Management
Pennsylvania
$9.12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$668M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.95B 78,695,639 +4,022,038 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.69B 33,640,287 +973,892 +3%
Charles Schwab
3
Charles Schwab
California
$1.64B 32,676,296 +1,116,602 +4%
Creative Planning
4
Creative Planning
Kansas
$1.26B 25,130,883 +167,497 +0.7%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.23B 24,488,697 -7,060,125 -22%
Raymond James Financial
6
Raymond James Financial
Florida
$1.04B 20,777,029 +20,777,029 New
Northern Trust
7
Northern Trust
Illinois
$807M 16,099,227 +616,932 +4%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$779M 15,533,140 +2,308,219 +17%
Morgan Stanley
9
Morgan Stanley
New York
$694M 13,845,989 +838,412 +6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$668M 13,322,143 -442,970 -3%
Wells Fargo
11
Wells Fargo
California
$606M 12,088,367 +201,617 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$512M 10,207,533 +303,440 +3%
Bank of America
13
Bank of America
North Carolina
$497M 9,912,634 +808,213 +9%
SEI Investments
14
SEI Investments
Pennsylvania
$478M 9,536,709 -253,225 -3%
Franklin Resources
15
Franklin Resources
California
$338M 6,742,321 +1,420,106 +27%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$294M 5,874,264 -84,941 -1%
LPL Financial
17
LPL Financial
California
$271M 5,411,784 +421,714 +8%
UBS Group
18
UBS Group
Switzerland
$268M 5,349,149 -317,212 -6%
AL
19
Aspiriant LLC
California
$259M 5,170,364 -23,460 -0.5%
Cerity Partners
20
Cerity Partners
New York
$200M 3,998,830 +762,893 +24%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$192M 3,837,927 +219,309 +6%
Corient Private Wealth
22
Corient Private Wealth
Florida
$190M 3,806,985 -326,826 -8%
Ameriprise
23
Ameriprise
Minnesota
$181M 3,612,941 -217,649 -6%
US Bancorp
24
US Bancorp
Minnesota
$180M 3,583,701 +167,474 +5%
Vanguard Group
25
Vanguard Group
Pennsylvania
$175M 3,500,157 +1,044,587 +43%
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