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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 %
EWA
301
EP Wealth Advisors
California
$1.13M 20,476 +11,069 +118%
AWA
302
ARS Wealth Advisors
Florida
$1.12M 20,250 +16,250 +406%
ECG
303
Edge Capital Group
Georgia
$1.12M 20,171 +876 +5%
OL
304
Optas LLC
Texas
$1.11M 20,153 +609 +3%
EPM
305
Elm Partners Management
Pennsylvania
$1.11M 20,085 -90,112 -82%
IA
306
IAM Advisory
Pennsylvania
$1.11M 20,085 +20,085 New
GCA
307
Genesee Capital Advisors
New York
$1.11M 20,085 +20,085 New
MWP
308
Meridian Wealth Partners
Pennsylvania
$1.11M 20,031 +46 +0.2%
MWA
309
Moser Wealth Advisors
Washington
$1.09M 19,790 +90 +0.5%
HWMG
310
Hurlow Wealth Management Group
Indiana
$1.08M 19,520 +4,640 +31%
FA
311
FC Advisory
Pennsylvania
$1.07M 19,387 +70 +0.4%
HNB
312
Huntington National Bank
Ohio
$1.07M 19,307 +19,307 New
CCM
313
Coldstream Capital Management
Washington
$1.06M 19,226 +19,226 New
OAM
314
Occidental Asset Management
California
$1.06M 19,200 – –
NRI
315
NFP Retirement Inc
California
$1.05M 19,002 +82 +0.4%
VAM
316
Verity Asset Management
North Carolina
$1.04M 18,835 +210 +1%
HPA
317
High Probability Advisors
New York
$1.04M 18,743 +1,085 +6%
CWM
318
CMH Wealth Management
New Hampshire
$1.03M 18,662 -1,719 -8%
GWCM
319
Godshalk Welsh Capital Management
Pennsylvania
$1.02M 18,326 +11,326 +162%
PAS
320
Park Avenue Securities
New York
$1.01M 18,212 -2,549 -12%
FT
321
Fiduciary Trust
Massachusetts
$1M 18,132 +1,143 +7%
SCG
322
Sonata Capital Group
Washington
$984K 17,800 -13,000 -42%
WIA
323
World Investment Advisors
California
$977K 17,669 +2,524 +17%
SG
324
StoneX Group
New York
$950K 17,174 +64 +0.4%
MA
325
Mutual Advisors
Nebraska
$947K 17,129 +5,652 +49%
11 12
13
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