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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 %
AL
251
Aspiriant LLC
California
$1.33M -$2.76M -50,452 -68%
SPC
252
Sigma Planning Corp
Michigan
$1.32M +$492K +9,003 +59%
WA
253
WBH Advisory
Maryland
$1.32M +$474K +8,675 +56%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$1.32M +$15.1K +276 +1%
LW
255
Linscomb Wealth
Texas
$1.31M +$66.7K +1,220 +5%
AW
256
Alaethes Wealth
Nevada
$1.3M +$1.3M +23,769 New
Cerity Partners
257
Cerity Partners
New York
$1.29M +$26.5K +485 +2%
Millennium Management
258
Millennium Management
New York
$1.28M -$3.54M -64,714 -73%
Betterment LLC
259
Betterment LLC
New York
$1.28M +$260K +4,760 +26%
ML
260
McAdam LLC
Pennsylvania
$1.27M +$7.32K +134 +0.6%
CAG
261
Csenge Advisory Group
Florida
$1.27M +$1.06M +19,280 +499%
CFO
262
Collective Family Office
Pennsylvania
$1.27M +$13.8K +252 +1%
RPCA
263
Running Point Capital Advisors
California
$1.23M – – –
MFG
264
MidWestOne Financial Group
Iowa
$1.22M -$245K -4,481 -17%
SIC
265
Sigma Investment Counselors
Michigan
$1.21M +$3.55K +65 +0.3%
NC
266
NewSquare Capital
Pennsylvania
$1.2M -$46.7K -855 -4%
JWCA
267
J.W. Cole Advisors
Florida
$1.2M -$176K -3,229 -13%
FFN
268
Focus Financial Network
Minnesota
$1.18M +$27.8K +509 +2%
RWA
269
Ropes Wealth Advisors
Massachusetts
$1.18M +$31.2K +567 +3%
SFA
270
Sequoia Financial Advisors
Ohio
$1.17M +$348K +6,372 +42%
SBSB
271
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.17M +$94.1K +1,723 +9%
PP
272
PrairieView Partners
Minnesota
$1.16M +$519K +9,498 +81%
CAWM
273
Capital Advisors Wealth Management
Washington
$1.15M +$1.15M +20,999 New
TIM
274
Tortoise Investment Management
New York
$1.15M -$219K -4,000 -16%
PAS
275
Park Avenue Securities
New York
$1.13M +$199K +3,638 +21%
9 10
11
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