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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
–
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B
2
CSIA
2
Charles Schwab Investment Advisory
California
$747M
3
Creative Planning
3
Creative Planning
Kansas
$303M
4
Jane Street
4
Jane Street
New York
$79.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$543M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$291M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$15.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
LWA
4
LWS Wealth Advisors
New Jersey
$10.4M
5
RH
5
RFG Holdings
Texas
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
326
Equitable Holdings
New York
$768K +$52.9K +967 +7%
TCBWMS
327
Texas Capital Bank Wealth Management Services
Texas
$761K +$170K +3,120 +29%
BCM
328
Blume Capital Management
California
$751K +$191K +3,500 +34%
WWM
329
Windsor Wealth Management
Indiana
$740K +$176K +3,223 +31%
OMC
330
Old Mission Capital
Illinois
$737K +$737K +13,486 New
FRA
331
Frank Rimerman Advisors
California
$733K – – –
CWM
332
Cahaba Wealth Management
Georgia
$730K -$329K -6,022 -31%
IAIM
333
International Assets Investment Management
Florida
$726K +$346K +6,295 +91%
PEA
334
Pacific Edge Advisors
California
$723K +$71K +1,300 +11%
OAJ
335
Ogorek Anthony Joseph
New York
$717K -$9.83K -180 -1%
HI
336
Harbour Investments
Wisconsin
$705K +$705K +12,907 New
FIA
337
Foundations Investment Advisors
Arizona
$704K +$704K +12,863 New
CFMC
338
Curbstone Financial Management Corp
New Hampshire
$702K +$257K +4,700 +58%
ATC
339
Argent Trust Co
Tennessee
$699K – – –
BA
340
Bristlecone Advisors
Washington
$698K +$245K +4,489 +54%
BOS
341
Bingham Osborn & Scarborough
California
$694K +$278K +5,089 +67%
HWM
342
Howard Wealth Management
Connecticut
$688K +$68.5K +1,255 +11%
BWFA
343
Baltimore-Washington Financial Advisors
Maryland
$687K +$299K +5,474 +77%
FPIS
344
Financial Planning & Information Services
Wisconsin
$686K – – –
BCA
345
Berman Capital Advisors
Georgia
$674K +$472K +8,651 +234%
SWA
346
SOA Wealth Advisors
New York
$673K -$20.4K -373 -3%
IWM
347
IHT Wealth Management
Illinois
$666K -$41.5K -759 -6%
FHA
348
Flagship Harbor Advisors
Massachusetts
$658K -$5.52K -101 -0.8%
MWA
349
Martel Wealth Advisors
Washington
$654K +$41.2K +759 +7%
VCM
350
Vivaldi Capital Management
Illinois
$653K -$659K -11,987 -50%
12 13
14
15 16