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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FLA
226
Financial Life Advisors
Texas
$4.97M 98,914 +50,170 +103%
CAM
227
Clark Asset Management
New Hampshire
$4.91M 97,768 +81,114 +487%
DI
228
DFPG Investments
Utah
$4.84M 95,870 -2,662 -3%
GWWM
229
Great Waters Wealth Management
Minnesota
$4.83M 96,121 -1,146 -1%
WFA
230
Websterrogers Financial Advisors
South Carolina
$4.83M 96,087 +969 +1%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$4.82M 95,944 -83,082 -46%
MFG
232
Merit Financial Group
Georgia
$4.82M 95,933 -91,275 -49%
S
233
SignatureFD
Georgia
$4.81M 95,764 -107 -0.1%
QCG
234
Quadrant Capital Group
Ohio
$4.76M 94,812 +1,314 +1%
AWM
235
AE Wealth Management
Kansas
$4.74M 94,373 +13,759 +17%
WTA
236
Washington Trust Advisors
Massachusetts
$4.73M 94,154 -3,035 -3%
LWM
237
LJI Wealth Management
Indiana
$4.7M 93,492 – –
CA
238
Clearstead Advisors
Ohio
$4.68M 93,107 +3,593 +4%
BWM
239
Benchmark Wealth Management
Connecticut
$4.66M 92,771 +4,153 +5%
CA
240
Cetera Advisors
Colorado
$4.63M 92,236 -1,235 -1%
BC
241
Bowman & Company
Wisconsin
$4.62M 91,922 +3,388 +4%
CA
242
CoreCap Advisors
Michigan
$4.58M 91,267 +91,267 New
NWM
243
NEIRG Wealth Management
Massachusetts
$4.56M 90,768 -19,550 -18%
Natixis Advisors
244
Natixis Advisors
Massachusetts
$4.53M 90,189 +16,186 +22%
EWM
245
Executive Wealth Management
Michigan
$4.51M 89,775 +11,858 +15%
SWM
246
Soundmark Wealth Management
Washington
$4.48M 89,283 -50 -0.1%
AIS
247
American Investment Services
Massachusetts
$4.43M 88,269 +4,070 +5%
3IP
248
3Chopt Investment Partners
Virginia
$4.43M 88,156 +10,776 +14%
PJSIMP
249
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.38M 86,775 -551 -0.6%
AT
250
Arden Trust
Delaware
$4.34M 86,463 +62,176 +256%
8 9
10
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