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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.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14%
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
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
Northern Trust
Illinois
$490M
5
RJA
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.3B
4
HCC
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
Aspiriant LLC
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
276
Rockland Trust
Massachusetts
$3.52M -$633K -12,489 -15%
FA
277
FDx Advisors
Illinois
$3.46M – – –
BA
278
Bristlecone Advisors
Washington
$3.46M +$153K +3,027 +5%
LNWTC
279
Laird Norton Wetherby Trust Company
Washington
$3.43M -$117K -2,312 -3%
HPA
280
High Probability Advisors
New York
$3.42M +$226K +4,466 +7%
BB
281
Busey Bank
Illinois
$3.41M -$131K -2,580 -4%
TFG
282
Tilson Financial Group
New Jersey
$3.4M +$34.3K +677 +1%
OFP
283
OLIO Financial Planning
Virginia
$3.4M +$145K +2,869 +4%
PWMG
284
Prestige Wealth Management Group
New Jersey
$3.34M +$106K +2,093 +3%
CCB
285
Country Club Bank
Missouri
$3.32M -$331K -6,538 -9%
JWM
286
Janiczek Wealth Management
Colorado
$3.28M -$355K -6,983 -10%
AFP
287
Alpha Financial Partners
Kentucky
$3.21M -$85.9K -1,696 -3%
CAG
288
Compass Advisory Group
New York
$3.2M +$34.6K +682 +1%
GP
289
Girard Partners
Pennsylvania
$3.2M -$10.8M -212,912 -77%
WPWM
290
Windward Private Wealth Management
Kansas
$3.19M +$36.6K +722 +1%
CWM
291
Cornerstone Wealth Management
Missouri
$3.16M +$3.16M +62,381 New
BMCM
292
Bryn Mawr Capital Management
Pennsylvania
$3.15M – – –
MA
293
Mutual Advisors
Nebraska
$3.13M +$9.07K +179 +0.3%
CIA
294
Caerus Investment Advisors
Texas
$3.09M +$3.09M +61,000 New
AHC
295
Anderson Hoagland & Co
Missouri
$3.07M +$278K +5,490 +10%
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$3.07M -$1.02M -20,147 -25%
CSPIA
297
Cary Street Partners Investment Advisory
Virginia
$3.06M -$149K -2,935 -5%
CFS
298
Cannon Financial Strategists
Georgia
$3.03M +$393K +7,755 +15%
EPA
299
Element Pointe Advisors
Florida
$2.98M -$55.7K -1,100 -2%
FWI
300
Facet Wealth Inc
Maryland
$2.97M +$97.4K +1,922 +3%
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