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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
326
Hohimer Wealth Management
Washington
$932K 16,857 +11,300 +203%
SEP
327
Southland Equity Partners
Missouri
$930K 16,809 +917 +6%
PA
328
Pinnacle Associates
New York
$927K 16,766 +5,301 +46%
DL
329
DOHJ LLC
Washington
$922K 16,664 +16 +0.1%
KF
330
Krilogy Financial
Missouri
$904K 16,352 +4,553 +39%
DAS
331
Dynamic Advisor Solutions
Arizona
$894K 16,161 +1,604 +11%
PWM
332
Perigon Wealth Management
California
$880K 15,911 +1,689 +12%
OCM
333
One Capital Management
California
$880K 15,923 +15,923 New
CST
334
Charles Schwab Trust
Nevada
$875K 15,815 +218 +1%
HR
335
Howe & Rusling
New York
$869K 15,706 -1,629 -9%
PP
336
Patron Partners
Texas
$865K 15,656 +8,967 +134%
Prudential Financial
337
Prudential Financial
New Jersey
$863K 15,605 +4,487 +40%
HIGP
338
Hill Investment Group Partners
Missouri
$844K 15,270 +15,270 New
LL
339
LPWM LLC
Minnesota
$841K 15,171 -225 -1%
WHG
340
Westwood Holdings Group
Texas
$838K 15,146 +5,550 +58%
CFMC
341
Curbstone Financial Management Corp
New Hampshire
$835K 15,100 +2,250 +18%
PWMAG
342
Pinnacle Wealth Management Advisory Group
New Jersey
$835K 15,100 +5,301 +54%
WWM
343
Windsor Wealth Management
Indiana
$832K 15,039 +1,498 +11%
BL
344
BFSG LLC
California
$827K 14,950 – –
EH
345
Equitable Holdings
New York
$822K 14,872 +824 +6%
HSA
346
HBK Sorce Advisory
Pennsylvania
$817K 14,766 +318 +2%
MCM
347
McMillion Capital Management
North Carolina
$810K 14,647 -2,740 -16%
AP
348
Adero Partners
California
$810K 14,639 +3,811 +35%
5L
349
55I LLC
Massachusetts
$801K 14,476 +7,087 +96%
CWS
350
Cypress Wealth Services
California
$794K 14,354 -5,443 -27%
12 13
14
15 16