VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

636 hedge funds and large institutions have $9.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 335 increasing their positions, 125 reducing their positions, and 33 closing their positions.

Holders
636
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
11.17%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.63%
New
69
Increased
335
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.11B
2
Morgan Stanley
2
Morgan Stanley
New York
$435M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$729M
4
RFC
4
Regions Financial Corp
Alabama
$41.3M
5
FWM
5
FFT Wealth Management
Pennsylvania
$37.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.6M
3
Citigroup
3
Citigroup
New York
$8K
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.72B
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
301
Collective Family Office
Pennsylvania
$1.19M 21,732 -397 -2%
SW
302
StrongBox Wealth
Missouri
$1.18M 21,612 +331 +2%
HWMG
303
Hurlow Wealth Management Group
Indiana
$1.18M 21,612 +2,092 +11%
HSWM
304
Hubbell Strickland Wealth Management
Louisiana
$1.16M 21,181 +487 +2%
PTC
305
Philadelphia Trust Company
Pennsylvania
$1.16M 21,100 +21,100 New
TIM
306
Tortoise Investment Management
New York
$1.15M 20,977 – –
ACP
307
Aviance Capital Partners
Florida
$1.11M 20,261 +20,261 New
AWAG
308
ARS Wealth Advisors Group
Florida
$1.11M 20,250 +20,250 New
ECG
309
Edge Capital Group
Georgia
$1.1M 20,148 -23 -0.1%
EPM
310
Elm Partners Management
Pennsylvania
$1.1M 20,085 – –
SF
311
Synovus Financial
Georgia
$1.09M 20,006 -2,064 -9%
PFA
312
Paradigm Financial Advisors
Missouri
$1.09M 19,892 -935 -4%
FTS
313
Fifth Third Securities
Ohio
$1.09M 19,869 +19,869 New
MWP
314
Meridian Wealth Partners
Pennsylvania
$1.09M 19,848 -183 -0.9%
GWM
315
Geneos Wealth Management
Colorado
$1.09M 19,839 +12,271 +162%
CCM
316
Coldstream Capital Management
Washington
$1.08M 19,696 +470 +2%
VAM
317
Verity Asset Management
North Carolina
$1.08M 19,702 +867 +5%
EWG
318
Executive Wealth Group
Washington
$1.07M 19,600 +19,600 New
MWA
319
Moser Wealth Advisors
Washington
$1.07M 19,505 -285 -1%
AIM
320
AMI Investment Management
Indiana
$1.07M 19,482 +8,202 +73%
HWM
321
Hohimer Wealth Management
Washington
$1.07M 19,462 +2,605 +15%
RWA
322
Ropes Wealth Advisors
Massachusetts
$1.06M 19,417 -2,237 -10%
OAM
323
Occidental Asset Management
California
$1.05M 19,200 – –
OCM
324
Orser Capital Management
Texas
$1.01M 18,520 +18,520 New
PWM
325
Perigon Wealth Management
California
$1.01M 18,433 +2,522 +16%
11 12
13
14 15