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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
–
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B
2
CSIA
2
Charles Schwab Investment Advisory
California
$747M
3
Creative Planning
3
Creative Planning
Kansas
$303M
4
Jane Street
4
Jane Street
New York
$79.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$543M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$291M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$15.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
LWA
4
LWS Wealth Advisors
New Jersey
$10.4M
5
RH
5
RFG Holdings
Texas
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
226
Mariner
Kansas
$1.54M +$939K +17,183 +156%
PCS
227
Personal CFO Solutions
New Jersey
$1.53M +$1.26K +23 +0.1%
CAG
228
Crestwood Advisors Group
Massachusetts
$1.51M +$1.51M +27,615 New
LSPW
229
Lake Street Private Wealth
Illinois
$1.5M -$113K -2,064 -7%
SAM
230
S.A. Mason
Michigan
$1.5M -$101K -1,850 -6%
BSW
231
Buckingham Strategic Wealth
Missouri
$1.5M +$755K +13,824 +102%
DC
232
Derby & Company
Massachusetts
$1.49M +$116K +2,117 +8%
MAS
233
Managed Account Services
Florida
$1.49M +$617K +11,297 +71%
JGIA
234
Jackson Grant Investment Advisers
Connecticut
$1.48M +$8.64K +158 +0.6%
WFM
235
Wolff Financial Management
Michigan
$1.48M +$28.1K +515 +2%
MA
236
Mangham Associates
Virginia
$1.48M – – –
EA
237
Emerald Advisors
Washington
$1.48M +$36.6K +670 +3%
FAIM
238
Financial Advocates Investment Management
Washington
$1.46M -$517K -9,466 -26%
CFA
239
Capstone Financial Advisors
Illinois
$1.45M +$64.2K +1,174 +5%
AA
240
Alesco Advisors
New York
$1.45M +$43.7K +800 +3%
BB
241
Bell Bank
North Dakota
$1.43M – – –
Northern Trust
242
Northern Trust
Illinois
$1.43M +$188K +343,915 +15%
RPG
243
Resource Planning Group
Georgia
$1.42M – – –
VC
244
Veery Capital
Delaware
$1.42M +$114K +2,089 +9%
FCIM
245
Fairview Capital Investment Management
California
$1.4M – – –
FSG
246
Financial Strategies Group
Michigan
$1.37M -$163K -2,983 -11%
CWC
247
Carolinas Wealth Consulting
North Carolina
$1.37M +$20.5K +376 +2%
AHC
248
Anderson Hoagland & Co
Missouri
$1.36M -$83.5K -1,528 -6%
AAS
249
Avantax Advisory Services
Texas
$1.34M +$382K +6,986 +40%
HighTower Advisors
250
HighTower Advisors
Illinois
$1.33M +$1.33M +24,419 New
8 9
10
11 12