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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 %
SW
276
StrongBox Wealth
Missouri
$1.12M +$59.6K +1,090 +6%
CWM
277
CMH Wealth Management
New Hampshire
$1.11M +$26.8K +491 +2%
CPA
278
Clear Perspective Advisors
Illinois
$1.11M +$1.11M +20,243 New
MWP
279
Meridian Wealth Partners
Pennsylvania
$1.09M – – –
CWS
280
Cypress Wealth Services
California
$1.08M -$170K -3,110 -14%
UR
281
USCA RIA
Texas
$1.08M – – –
MWA
282
Moser Wealth Advisors
Washington
$1.08M +$213K +3,900 +25%
WP
283
WealthShield Partners
North Carolina
$1.07M -$703K -12,862 -40%
PFA
284
Paradigm Financial Advisors
Missouri
$1.07M +$772K +14,117 +259%
OL
285
Optas LLC
Texas
$1.07M -$213K -3,904 -17%
FA
286
FC Advisory
Pennsylvania
$1.06M +$82.2K +1,505 +8%
ECG
287
Edge Capital Group
Georgia
$1.05M -$131K -2,404 -11%
OAM
288
Occidental Asset Management
California
$1.05M -$48.4K -885 -4%
NRI
289
NFP Retirement Inc
California
$1.03M +$13.3K +243 +1%
PA
290
Paracle Advisors
Washington
$1.02M +$90.4K +1,656 +10%
VAM
291
Verity Asset Management
North Carolina
$1.02M +$60.7K +1,110 +6%
Comerica Bank
292
Comerica Bank
Texas
$1.02M +$146K +2,645 +17%
CA
293
Continuum Advisory
Idaho
$994K +$122K +2,215 +14%
TA
294
Trellis Advisors
Washington
$993K +$690K +12,628 +228%
LB
295
Leo Brokerage
Texas
$979K +$979K +17,922 New
HIC
296
Holderness Investments Company
North Carolina
$975K +$975K +17,851 New
JFA
297
Johanson Financial Advisors
California
$974K +$272K +4,956 +39%
HPA
298
High Probability Advisors
New York
$965K +$755K +13,810 +359%
HSWM
299
Hubbell Strickland Wealth Management
Louisiana
$959K -$19.2K -352 -2%
MCM
300
McMillion Capital Management
North Carolina
$950K -$74.5K -1,363 -7%
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12
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