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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OFP
276
OLIO Financial Planning
Virginia
$3.75M 74,606 +7,477 +11%
SWP
277
Stratos Wealth Partners
Ohio
$3.7M 73,587 +68,570 +1,367%
PFM
278
Phillips Financial Management
Indiana
$3.69M 73,412 -2,036 -3%
DB
279
Dravo Bay
Delaware
$3.62M 72,108 -2,406 -3%
KAS
280
Kestra Advisory Services
Texas
$3.62M 72,047 -2,694 -4%
CISOA
281
Capital Investment Services of America
Wisconsin
$3.61M 71,955 – –
DC
282
Davenport & Co
Virginia
$3.6M 71,615 +26,871 +60%
MA
283
Mutual Advisors
Nebraska
$3.55M 70,708 +8,886 +14%
CWM
284
Cornerstone Wealth Management
Missouri
$3.49M 69,574 +7,193 +12%
CAAS
285
Capital Asset Advisory Services
Michigan
$3.49M 69,612 -915 -1%
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$3.42M 68,171 +7,494 +12%
CAG
287
Compass Advisory Group
New York
$3.4M 67,623 +4,382 +7%
AHC
288
Anderson Hoagland & Co
Missouri
$3.36M 66,835 +6,186 +10%
HAIM
289
Hunter Associates Investment Management
Pennsylvania
$3.29M 65,550 +31,294 +91%
BB
290
Busey Bank
Illinois
$3.27M 65,153 -2,176 -3%
JWM
291
Janiczek Wealth Management
Colorado
$3.27M 65,035 +507 +0.8%
HPWM
292
High Pines Wealth Management
Massachusetts
$3.21M 63,834 +9,303 +17%
TIM
293
Tortoise Investment Management
New York
$3.14M 62,569 -8,638 -12%
BMCM
294
Bryn Mawr Capital Management
Pennsylvania
$3.13M 62,265 +115 +0.2%
HDIM
295
Hanson & Doremus Investment Management
Vermont
$3.06M 60,883 +6,348 +12%
CCB
296
Country Club Bank
Missouri
$3.06M 60,968 -4,640 -7%
IA
297
IFP Advisors
Florida
$3.05M 60,689 -10,770 -15%
NGA
298
Naples Global Advisors
Florida
$3.04M 60,598 +23,498 +63%
AW
299
Alaethes Wealth
Nevada
$3.04M 60,491 +6,152 +11%
FA
300
FDx Advisors
Illinois
$3.04M 60,426 -9,558 -14%
10 11
12
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