VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
226
Parametric Portfolio Associates
Washington
$1.91M 34,493 +1,909 +6%
VPIM
227
Vanguard Personalized Indexing Management
California
$1.91M 34,485 +4,249 +14%
CIP
228
Capital Insight Partners
Arizona
$1.89M 34,092 +1,504 +5%
LW
229
Linscomb Wealth
Texas
$1.87M 33,736 +9,687 +40%
CAM
230
Caprin Asset Management
Virginia
$1.84M 33,249 -2,205 -6%
SSWM
231
Sheets Smith Wealth Management
North Carolina
$1.83M 32,997 -133 -0.4%
EA
232
Emerald Advisors
Washington
$1.81M 32,786 +5,722 +21%
AIC
233
Ameritas Investment Company
Nebraska
$1.81M 29,217 +19,838 +212%
Comerica Bank
234
Comerica Bank
Texas
$1.8M 32,550 +14,094 +76%
KeyBank National Association
235
KeyBank National Association
Ohio
$1.78M 32,116 +23,475 +272%
WA
236
WBH Advisory
Maryland
$1.72M 30,948 +6,772 +28%
HCM
237
Howard Capital Management
Georgia
$1.72M 31,037 -15,301 -33%
THWM
238
Taylor Hoffman Wealth Management
Virginia
$1.72M 31,036 -6,026 -16%
MA
239
MCF Advisors
Kentucky
$1.71M 30,954 -1,582 -5%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$1.7M 30,651 +761 +3%
LSPW
241
Lake Street Private Wealth
Illinois
$1.68M 30,330 +2,831 +10%
HI
242
Harbour Investments
Wisconsin
$1.68M 30,291 +17,384 +135%
PP
243
PrairieView Partners
Minnesota
$1.67M 30,240 +9,052 +43%
BWA
244
Burt Wealth Advisors
Maryland
$1.64M 29,653 +992 +3%
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
$1.64M 29,594 -2,720 -8%
MAS
246
Managed Account Services
Florida
$1.61M 29,134 +1,843 +7%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$1.61M 29,016 +4,936 +20%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$1.6M 28,917 +418 +1%
DC
249
Derby & Company
Massachusetts
$1.59M 28,671 +1,361 +5%
AWM
250
Apollon Wealth Management
South Carolina
$1.57M 28,384 -2,737 -9%
8 9
10
11 12