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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

875 hedge funds and large institutions have $19.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 389 increasing their positions, 263 reducing their positions, and 55 closing their positions.

Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.33%
New
99
Increased
389
Reduced
263
Closed
55
Calls
$1.54M
Puts
$1.75M
Net Calls
-$210K
Net Calls Change
+$135K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
4
Northern Trust
Illinois
$490M
5
RJA
5
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.3B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
5
Aspiriant LLC
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
251
LVW Advisors
New York
$4.15M +$437K +8,623 +12%
HWMG
252
Hurlow Wealth Management Group
Indiana
$4.11M +$317K +6,253 +8%
MFS
253
McNamara Financial Services
Massachusetts
$4.09M +$8.16K +161 +0.2%
AWM
254
AE Wealth Management
Kansas
$4.08M +$591K +11,661 +17%
VT
255
Vise Technologies
New York
$4.02M +$1.14M +22,465 +39%
SW
256
SteelPeak Wealth
California
$4.01M +$2.33M +46,049 +139%
GGS
257
Galvin Gaustad & Stein
Arizona
$3.95M +$407K +8,035 +11%
EWM
258
Executive Wealth Management
Michigan
$3.95M +$204K +4,032 +5%
3IP
259
3Chopt Investment Partners
Virginia
$3.92M -$1.4M -27,620 -26%
CFA
260
Capstone Financial Advisors
Illinois
$3.89M -$329K -6,504 -8%
GVAG
261
Great Valley Advisor Group
Delaware
$3.89M +$40.8K +806 +1%
AFG
262
ABLE Financial Group
Arizona
$3.86M +$3.86M +76,179 New
PFM
263
Phillips Financial Management
Indiana
$3.82M +$363K +7,174 +11%
MAM
264
Meeder Asset Management
Ohio
$3.81M +$384K +7,580 +11%
I
265
INVST
Indiana
$3.8M -$133K -2,655 -3%
KAS
266
Kestra Advisory Services
Texas
$3.79M -$7.96M -157,038 -68%
DB
267
Dravo Bay
Delaware
$3.77M -$100K -1,973 -3%
Natixis Advisors
268
Natixis Advisors
Massachusetts
$3.75M +$1.68M +33,135 +81%
BCM
269
Blume Capital Management
California
$3.69M +$34.2K +675 +0.9%
PAS
270
Park Avenue Securities
New York
$3.67M +$467K +9,220 +15%
CISOA
271
Capital Investment Services of America
Wisconsin
$3.65M -$76K -1,500 -2%
IA
272
IFP Advisors
Florida
$3.63M -$8.18M -160,841 -69%
TIM
273
Tortoise Investment Management
New York
$3.61M -$386K -7,614 -10%
FWM
274
ForthRight Wealth Management
Georgia
$3.58M +$1.33M +26,350 +59%
CAAS
275
Capital Asset Advisory Services
Michigan
$3.57M -$346K -6,835 -9%
9 10
11
12 13