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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 %
SWM
251
Soundmark Wealth Management
Washington
$4.29M 89,259 -24 -0%
PAS
252
Park Avenue Securities
New York
$4.29M 89,102 +9,286 +12%
AP
253
Americana Partners
Texas
$4.27M 88,834 +12,948 +17%
MFS
254
McNamara Financial Services
Massachusetts
$4.18M 86,992 +5,589 +7%
KWM
255
Keebeck Wealth Management
Illinois
$4.16M 86,494 +86,494 New
QCG
256
Quadrant Capital Group
Ohio
$4.16M 86,485 -8,327 -9%
LA
257
LVW Advisors
New York
$4.16M 86,383 +2,594 +3%
CHA
258
Carmichael Hill & Associates
Maryland
$4.1M 85,194 +922 +1%
FFL
259
Financial Freedom LLC
Ohio
$4.05M 84,156 +83 +0.1%
DAS
260
Dynamic Advisor Solutions
Arizona
$4.01M 83,333 +37,003 +80%
AW
261
Alaethes Wealth
Nevada
$4M 83,196 +22,705 +38%
AA
262
Alesco Advisors
New York
$4M 83,102 +470 +0.6%
BWM
263
Brown Wealth Management
Illinois
$3.95M 82,180 -71,358 -46%
CA
264
CGN Advisors
Kansas
$3.95M 82,024 -46,819 -36%
GGS
265
Galvin Gaustad & Stein
Arizona
$3.93M 81,740 +2,895 +4%
SP
266
Symmetry Partners
Connecticut
$3.93M 81,697 -2,653 -3%
DL
267
DOHJ LLC
Washington
$3.88M 81,312 -21,027 -21%
HPA
268
High Probability Advisors
New York
$3.83M 79,632 -3,156 -4%
KAS
269
Kestra Advisory Services
Texas
$3.77M 78,369 +6,322 +9%
SWP
270
Stratos Wealth Partners
Ohio
$3.76M 78,083 +4,496 +6%
TC
271
TAGStone Capital
North Carolina
$3.76M 78,057 -5,059 -6%
BWA
272
Burt Wealth Advisors
Maryland
$3.75M 78,034 +25,900 +50%
BAAM
273
Baker Avenue Asset Management
California
$3.74M 77,696 +22,561 +41%
I
274
INVST
Indiana
$3.74M 77,662 +364 +0.5%
MA
275
Mutual Advisors
Nebraska
$3.72M 77,268 +6,560 +9%
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