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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
BBW
276
Blue Barn Wealth
Utah
$1.41M 25,446 +25,446 New
Cerity Partners
277
Cerity Partners
New York
$1.4M 25,253 +1,629 +7%
FPCP
278
Fort Point Capital Partners
California
$1.39M 25,127 +18,135 +259%
CAG
279
Csenge Advisory Group
Florida
$1.39M 25,126 +1,979 +9%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$1.37M 24,734 +10,629 +75%
SIA
281
Soltis Investment Advisors
Utah
$1.35M 24,334 +9,609 +65%
ML
282
McAdam LLC
Pennsylvania
$1.31M 23,598 +329 +1%
Betterment LLC
283
Betterment LLC
New York
$1.29M 23,343 -31 -0.1%
ACP
284
Aveo Capital Partners
Colorado
$1.29M 23,279 +8,583 +58%
RPCA
285
Running Point Capital Advisors
California
$1.25M 22,505 – –
MFG
286
MidWestOne Financial Group
Iowa
$1.24M 22,384 – –
JGIA
287
Jackson Grant Investment Advisers
Connecticut
$1.24M 22,354 -4,743 -18%
CFO
288
Collective Family Office
Pennsylvania
$1.22M 22,129 -1,078 -5%
SF
289
Synovus Financial
Georgia
$1.22M 22,070 +16,187 +275%
SIC
290
Sigma Investment Counselors
Michigan
$1.21M 21,808 -300 -1%
BCM
291
Brookstone Capital Management
Illinois
$1.2M 21,629 +15,485 +252%
RWA
292
Ropes Wealth Advisors
Massachusetts
$1.2M 21,654 +279 +1%
NC
293
NewSquare Capital
Pennsylvania
$1.19M 21,570 -420 -2%
DHFB
294
Dixon Hubard Feinour & Brown
Virginia
$1.19M 21,500 +21,500 New
SW
295
StrongBox Wealth
Missouri
$1.18M 21,281 +754 +4%
JWCA
296
J.W. Cole Advisors
Florida
$1.16M 21,008 -975 -4%
TIM
297
Tortoise Investment Management
New York
$1.16M 20,977 – –
PFA
298
Paradigm Financial Advisors
Missouri
$1.15M 20,827 +1,267 +6%
HSWM
299
Hubbell Strickland Wealth Management
Louisiana
$1.14M 20,694 +3,138 +18%
HIC
300
Holderness Investments Company
North Carolina
$1.14M 20,651 +2,800 +16%
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