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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$784M
2
Morgan Stanley
Morgan Stanley
New York
+$674M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$187M
5
Creative Planning
Creative Planning
Kansas
+$166M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$386M
2
RWP
RWA Wealth Partners
Massachusetts
-$225M
3
WAG
Winthrop Advisory Group
Massachusetts
-$60.9M
4
MWM
Merriman Wealth Management
Washington
-$51.7M
5
UBS Group
UBS Group
Switzerland
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
276
Studio Investment Management
Illinois
$4.81M -$180K -3,525 -4%
NDSI
277
Newman Dignan & Sheerar Inc
Rhode Island
$4.79M +$883K +17,303 +23%
ONB
278
Old National Bancorp
Indiana
$4.79M +$3.07M +60,097 +178%
TC
279
TownSquare Capital
Utah
$4.79M -$436K -8,543 -8%
EWA
280
Exencial Wealth Advisors
Oklahoma
$4.74M +$3.94M +77,132 +492%
ETC
281
Exchange Traded Concepts
Oklahoma
$4.72M +$4.72M +92,408 New
PAS
282
Park Avenue Securities
New York
$4.68M +$134K +2,619 +3%
ASN
283
Advisory Services Network
Georgia
$4.68M +$1.47M +28,872 +46%
WWM
284
Waterway Wealth Management
Texas
$4.65M +$4.65M +91,056 New
DI
285
DFPG Investments
Utah
$4.65M -$63.6K -1,248 -1%
HAIM
286
Hunter Associates Investment Management
Pennsylvania
$4.64M +$857K +16,783 +23%
GWWM
287
Great Waters Wealth Management
Minnesota
$4.63M -$252K -4,943 -5%
PS
288
Principal Securities
Iowa
$4.62M +$4.62M +90,420 New
I
289
INVST
Indiana
$4.61M +$678K +13,401 +17%
FWM
290
Fairhaven Wealth Management
Illinois
$4.61M -$683K -13,382 -13%
MFA
291
Mayflower Financial Advisors
Massachusetts
$4.6M +$3.24M +63,432 +237%
SWM
292
Soundmark Wealth Management
Washington
$4.59M +$32.6K +639 +0.7%
CFA
293
Capstone Financial Advisors
Illinois
$4.57M +$2.07M +40,605 +83%
YCG
294
Yeomans Consulting Group
Georgia
$4.57M +$4.57M +89,429 New
KLI
295
Kelman-Lazarov Inc
Tennessee
$4.54M -$1.43M -28,086 -24%
SB
296
Strategic Blueprint
Georgia
$4.53M +$659K +12,917 +17%
PIMG
297
Patriot Investment Management Group
Tennessee
$4.53M +$4.26M +83,483 +1,575%
ACP
298
Aveo Capital Partners
Colorado
$4.48M -$1.87M -36,673 -29%
PJSIMP
299
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.46M +$557K +11,028 +14%
FLA
300
Financial Life Advisors
Texas
$4.33M -$448K -8,784 -9%
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