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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 %
CAG
301
Compass Advisory Group
New York
$3.17M 65,932 -1,691 -3%
VT
302
Vise Technologies
New York
$3.17M 65,897 -16,281 -20%
IA
303
IFP Advisors
Florida
$3.15M 65,520 +4,831 +8%
CWM
304
Cornerstone Wealth Management
Missouri
$3.15M 65,516 -4,058 -6%
MWM
305
McNaughton Wealth Management
California
$3.12M 64,829 +13,082 +25%
PWMG
306
Prestige Wealth Management Group
New Jersey
$3.1M 64,435 +9,189 +17%
ASN
307
Advisory Services Network
Georgia
$3.02M 62,728 +9,193 +17%
TIM
308
Tortoise Investment Management
New York
$3.01M 62,568 -1 -0%
BB
309
Busey Bank
Illinois
$2.99M 62,144 -3,009 -5%
RT
310
Rockland Trust
Massachusetts
$2.98M 61,964 -18,517 -23%
CCB
311
Country Club Bank
Missouri
$2.92M 60,868 -100 -0.2%
S
312
SignatureFD
Georgia
$2.92M 60,777 -34,987 -37%
WTC
313
WhitTier Trust Company
Nevada
$2.92M 60,623 +29,634 +96%
VC
314
Vicus Capital
Pennsylvania
$2.91M 60,439 +488 +0.8%
TFG
315
Tilson Financial Group
New Jersey
$2.88M 59,850 +59,850 New
EH
316
Equitable Holdings
New York
$2.88M 59,809 +20,011 +50%
NGA
317
Naples Global Advisors
Florida
$2.85M 59,283 -1,315 -2%
AFP
318
Alpha Financial Partners
Kentucky
$2.83M 58,810 -212 -0.4%
HI
319
Harbour Investments
Wisconsin
$2.82M 58,530 -1,560 -3%
APP
320
Avantax Planning Partners
Iowa
$2.8M 58,280 – –
SWA
321
Stratos Wealth Advisors
Ohio
$2.8M 58,202 +25,511 +78%
NCM
322
Neumann Capital Management
California
$2.77M 57,550 +2,100 +4%
FA
323
FDx Advisors
Illinois
$2.76M 57,467 -2,959 -5%
HW
324
Hancock Whitney
Mississippi
$2.75M 57,078 +3,800 +7%
CCFCSB
325
Cape Cod Five Cents Savings Bank
Massachusetts
$2.73M 56,850 +23,302 +69%
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