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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$784M
2
Morgan Stanley
Morgan Stanley
New York
+$674M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$187M
5
Creative Planning
Creative Planning
Kansas
+$166M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$386M
2
RWP
RWA Wealth Partners
Massachusetts
-$225M
3
WAG
Winthrop Advisory Group
Massachusetts
-$60.9M
4
MWM
Merriman Wealth Management
Washington
-$51.7M
5
UBS Group
UBS Group
Switzerland
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMG
251
Hurlow Wealth Management Group
Indiana
$5.42M +$807K +15,802 +18%
PSCM
252
Per Stirling Capital Management
Texas
$5.41M +$24.5K +480 +0.5%
LCM
253
Liberty Capital Management
Michigan
$5.39M +$660K +12,938 +14%
DAS
254
Dynamic Advisor Solutions
Arizona
$5.38M +$1.15M +22,545 +27%
CA
255
CoreCap Advisors
Michigan
$5.31M +$316K +6,187 +6%
WG
256
Watchman Group
Texas
$5.27M +$40.9K +802 +0.8%
IAN
257
Integrated Advisors Network
Texas
$5.26M +$2.53M +49,633 +93%
BC
258
Bowman & Company
Wisconsin
$5.26M +$271K +5,304 +5%
WFA
259
Websterrogers Financial Advisors
South Carolina
$5.24M +$581K +11,382 +12%
BA
260
Bristlecone Advisors
Washington
$5.2M +$1.47M +28,844 +39%
PCMC
261
Paragon Capital Management (Colorado)
Colorado
$5.16M +$4.02M +78,807 +353%
ERIC
262
Eagle Rock Investment Company
Georgia
$5.16M -$1.49M -29,215 -22%
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$5.13M +$5.13M +100,521 New
TCM
264
Towneley Capital Management
California
$5.12M +$5.12M +100,365 New
BWA
265
Burt Wealth Advisors
Maryland
$5.1M +$1.12M +21,905 +28%
BWL
266
Beacon Wealthcare LLC
North Carolina
$5.1M +$1.54M +30,069 +43%
CWM
267
Congress Wealth Management
Massachusetts
$5.08M -$20.7K -405 -0.4%
MAM
268
Meeder Asset Management
Ohio
$5.05M -$202K -3,957 -4%
MFS
269
McNamara Financial Services
Massachusetts
$4.98M +$540K +10,583 +12%
LSIA
270
LaSalle St. Investment Advisors
Illinois
$4.92M -$1.41M -2,768 -22%
BSW
271
Buckingham Strategic Wealth
Missouri
$4.89M -$459K -8,988 -9%
SFA
272
Seneca Financial Advisors
New York
$4.86M +$4.86M +95,123 New
FGG
273
Financial Guidance Group
Florida
$4.84M +$4.84M +94,729 New
NL
274
NWAM LLC
Washington
$4.83M +$3.79M +74,337 +368%
LA
275
LVW Advisors
New York
$4.81M +$400K +7,839 +9%
9 10
11
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