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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.65%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$370M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
4
Members Trust
4
Members Trust
Florida
$93M
5
Creative Planning
5
Creative Planning
Kansas
$1.03B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$940M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
3
SCS Capital Management
Massachusetts
$169M
4
Barclays
4
Barclays
United Kingdom
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
226
PFG Advisors
Arizona
$5.01M 104,205 +1,146 +1%
RW
227
Rede Wealth
Virginia
$5M 103,847 -2,080 -2%
FWM
228
Fairhaven Wealth Management
Illinois
$4.98M 103,602 -11,549 -10%
EPA
229
Element Pointe Advisors
Florida
$4.97M 103,364 +20,505 +25%
SWRP
230
Summit Wealth & Retirement Planning
California
$4.96M 103,017 -9,951 -9%
MAM
231
Meeder Asset Management
Ohio
$4.95M 102,962 +21,219 +26%
WG
232
Watchman Group
Texas
$4.92M 102,383 +1,447 +1%
TC
233
TownSquare Capital
Utah
$4.92M 102,355 -63,328 -38%
Natixis Advisors
234
Natixis Advisors
Massachusetts
$4.89M 101,742 +11,553 +13%
CWM
235
Congress Wealth Management
Massachusetts
$4.81M 99,913 +99,913 New
AWM
236
AE Wealth Management
Kansas
$4.72M 98,217 +3,844 +4%
CA
237
CoreCap Advisors
Michigan
$4.71M 97,890 +6,623 +7%
BC
238
Bowman & Company
Wisconsin
$4.7M 97,710 +5,788 +6%
SIM
239
Studio Investment Management
Illinois
$4.7M 97,685 -24,705 -20%
AIS
240
American Investment Services
Massachusetts
$4.65M 96,675 +8,406 +10%
AWM
241
Axxcess Wealth Management
California
$4.63M 96,189 +46,880 +95%
GWWM
242
Great Waters Wealth Management
Minnesota
$4.55M 95,723 -398 -0.4%
WTA
243
Washington Trust Advisors
Massachusetts
$4.53M 94,154 – –
BWG
244
Beta Wealth Group
California
$4.51M 93,767 -6,655 -7%
FLA
245
Financial Life Advisors
Texas
$4.5M 93,634 -5,280 -5%
LWM
246
LJI Wealth Management
Indiana
$4.5M 93,492 – –
DI
247
DFPG Investments
Utah
$4.48M 92,401 -3,469 -4%
LCM
248
Liberty Capital Management
Michigan
$4.46M 92,646 +43,306 +88%
WFA
249
Websterrogers Financial Advisors
South Carolina
$4.39M 91,193 -4,894 -5%
HWMG
250
Hurlow Wealth Management Group
Indiana
$4.34M 90,275 +8,605 +11%
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