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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

875 hedge funds and large institutions have $19.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 389 increasing their positions, 263 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.33%
New
99
Increased
389
Reduced
263
Closed
55
Calls
$1.54M
Puts
$1.75M
Net Calls
-$210K
Net Calls Change
+$135K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
Northern Trust
Illinois
$490M
5
RJA
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.3B
4
HCC
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
Aspiriant LLC
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
301
Avantax Planning Partners
Iowa
$2.96M -$142K -2,797 -5%
JWCA
302
J.W. Cole Advisors
Florida
$2.92M +$45.8K +905 +2%
PRWA
303
Platte River Wealth Advisors
Colorado
$2.91M -$493K -9,730 -14%
NCM
304
Neumann Capital Management
California
$2.82M +$679K +13,400 +32%
QA
305
Quantitative Advantage
Minnesota
$2.77M +$238K +4,695 +9%
HIM
306
Hanlon Investment Management
New Jersey
$2.77M -$102K -2,016 -4%
HDIM
307
Hanson & Doremus Investment Management
Vermont
$2.76M +$195K +3,855 +8%
HPWM
308
High Pines Wealth Management
Massachusetts
$2.76M -$84.5K -1,668 -3%
AW
309
Alaethes Wealth
Nevada
$2.75M +$1.96M +38,616 +246%
LNC
310
Lincoln National Corp
Pennsylvania
$2.75M +$1.61M +31,829 +142%
SCG
311
Sonata Capital Group
Washington
$2.74M +$50.7K +1,000 +2%
ASN
312
Advisory Services Network
Georgia
$2.72M +$70K +1,382 +3%
HIP
313
HUB Investment Partners
Texas
$2.69M +$2.69M +53,183 New
TCBWMS
314
Texas Capital Bank Wealth Management Services
Texas
$2.67M +$813K +16,041 +44%
GEA
315
Glen Eagle Advisors
New Jersey
$2.67M -$9.98K -197 -0.4%
SC
316
Steph & Co
Wisconsin
$2.63M -$83.7K -1,653 -3%
AFS
317
Annapolis Financial Services
Maryland
$2.62M +$669K +13,202 +34%
WCA
318
Westover Capital Advisors
Delaware
$2.62M +$175K +3,459 +7%
HW
319
Hancock Whitney
Mississippi
$2.61M +$55.7K +1,099 +2%
SDWMA
320
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.6M -$172K -3,394 -6%
BFA
321
Brown Financial Advisory
Alabama
$2.57M – – –
AWM
322
Axxcess Wealth Management
California
$2.53M +$357K +7,054 +16%
MGIA
323
Moneta Group Investment Advisors
Missouri
$2.53M +$562K +11,085 +29%
CM
324
Columbus Macro
Pennsylvania
$2.49M -$248K -4,910 -9%
BWA
325
Burt Wealth Advisors
Maryland
$2.49M -$42.7K -843 -2%
11 12
13
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