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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.65%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$370M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
4
Members Trust
4
Members Trust
Florida
$93M
5
Creative Planning
5
Creative Planning
Kansas
$1.03B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$940M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
3
SCS Capital Management
Massachusetts
$169M
4
Barclays
4
Barclays
United Kingdom
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NDSI
276
Newman Dignan & Sheerar Inc
Rhode Island
$3.68M 76,552 +23,660 +45%
TPCW
277
TD Private Client Wealth
New York
$3.68M 76,481 +41,721 +120%
PJSIMP
278
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.67M 77,382 -9,393 -11%
SB
279
Strategic Blueprint
Georgia
$3.65M 75,874 +43,125 +132%
HDIM
280
Hanson & Doremus Investment Management
Vermont
$3.58M 74,443 +13,560 +22%
DB
281
Dravo Bay
Delaware
$3.58M 74,369 +2,261 +3%
HAIM
282
Hunter Associates Investment Management
Pennsylvania
$3.56M 74,060 +8,510 +13%
OFP
283
OLIO Financial Planning
Virginia
$3.56M 73,918 -688 -0.9%
SW
284
SteelPeak Wealth
California
$3.52M 73,157 -8,328 -10%
BA
285
Bristlecone Advisors
Washington
$3.51M 73,026 +20,108 +38%
CAAS
286
Capital Asset Advisory Services
Michigan
$3.51M 72,840 +3,228 +5%
CW
287
Connectus Wealth
Ohio
$3.51M 72,878 +72,878 New
LNC
288
Lincoln National Corp
Pennsylvania
$3.47M 72,187 -9,408 -12%
PFM
289
Phillips Financial Management
Indiana
$3.46M 71,961 -1,451 -2%
CISOA
290
Capital Investment Services of America
Wisconsin
$3.46M 71,955 – –
OCM
291
One Capital Management
California
$3.44M 71,488 +52,680 +280%
BWL
292
Beacon Wealthcare LLC
North Carolina
$3.36M 69,826 +13,819 +25%
BWM
293
Benchmark Wealth Management
Connecticut
$3.35M 69,597 -23,174 -25%
LW
294
Linscomb Wealth
Texas
$3.34M 69,486 -11,998 -15%
DC
295
Davenport & Co
Virginia
$3.34M 69,440 -2,175 -3%
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$3.32M 69,073 +902 +1%
AHC
297
Anderson Hoagland & Co
Missouri
$3.31M 68,872 +2,037 +3%
VWA
298
Visionary Wealth Advisors
Illinois
$3.26M 67,779 +11,175 +20%
MLA
299
My Legacy Advisors
Oregon
$3.24M 68,292 +62,711 +1,124%
JWM
300
Janiczek Wealth Management
Colorado
$3.23M 67,228 +2,193 +3%
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