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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 %
AW
301
Alaethes Wealth
Nevada
$4.29M +$47K +921 +1%
FFL
302
Financial Freedom LLC
Ohio
$4.26M -$39.4K -771 -0.9%
SWA
303
Stratos Wealth Advisors
Ohio
$4.21M +$1.24M +24,289 +42%
CIA
304
Concurrent Investment Advisors
Florida
$4.18M +$4.18M +81,797 New
W
305
WealthCollab
Washington
$4.16M +$4.16M +81,480 New
TFG
306
Tilson Financial Group
New Jersey
$4.14M +$1.09M +21,275 +36%
AA
307
Alesco Advisors
New York
$4.13M -$115K -2,249 -3%
SPIA
308
Steward Partners Investment Advisory
New York
$4.11M +$2.19M +42,829 +114%
CHA
309
Carmichael Hill & Associates
Maryland
$4.09M -$258K -5,060 -6%
NW
310
NewEdge Wealth
Pennsylvania
$4.06M +$4.06M +79,561 New
CA
311
CGN Advisors
Kansas
$4.04M -$144K -2,811 -3%
AAS
312
Annex Advisory Services
Wisconsin
$4.04M +$3.23M +63,216 +399%
SP
313
Symmetry Partners
Connecticut
$4.03M -$144K -2,816 -3%
TC
314
TAGStone Capital
North Carolina
$4.03M +$40.4K +791 +1%
PA
315
Procyon Advisors
Connecticut
$4.02M +$3.34M +65,522 +499%
RIA
316
Retirement Investment Advisors
Oklahoma
$4.01M +$3.19M +62,574 +390%
TIM
317
Tortoise Investment Management
New York
$3.97M +$779K +15,255 +24%
AP
318
Americana Partners
Texas
$3.95M -$581K -11,385 -13%
SC
319
Steph & Co
Wisconsin
$3.95M +$1.08M +21,126 +38%
AIS
320
American Investment Services
Massachusetts
$3.88M -$1.06M -20,725 -21%
AWM
321
AE Wealth Management
Kansas
$3.87M -$1.09M -21,522 -22%
MLA
322
My Legacy Advisors
Oregon
$3.85M +$365K +7,154 +10%
AAS
323
Avantax Advisory Services
Texas
$3.85M +$1.88M +36,888 +96%
TPCW
324
TD Private Client Wealth
New York
$3.84M -$65.1K -1,275 -2%
CFD
325
Creative Financial Designs
Indiana
$3.83M -$1.6M -31,260 -29%
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