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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 %
FLA
326
Financial Life Advisors
Texas
$2.47M +$437K +8,632 +22%
DAS
327
Dynamic Advisor Solutions
Arizona
$2.46M -$313K -6,172 -11%
BWL
328
Beacon Wealthcare LLC
North Carolina
$2.45M +$322K +6,352 +15%
AL
329
ADE LLC
Maryland
$2.43M +$608 +12 +0%
LCM
330
Liberty Capital Management
Michigan
$2.41M -$431K -8,505 -15%
BC
331
Bartlett & Co
Ohio
$2.4M -$233K -4,589 -9%
BCWM
332
Bartlett & Co Wealth Management
Ohio
$2.4M -$232K -4,589 -9%
CCM
333
Crabel Capital Management
California
$2.39M -$404K -7,967 -14%
CFB
334
Cullen/Frost Bankers
Texas
$2.39M -$11.1M -218,885 -82%
FCG
335
Financial Connections Group
California
$2.39M +$2.29M +45,212 +2,390%
MWM
336
McNaughton Wealth Management
California
$2.37M +$29.6K +585 +1%
VNA
337
Valley National Advisers
Pennsylvania
$2.36M -$210K -4,164 -8%
GWM
338
Grand Wealth Management
Michigan
$2.35M +$93.7K +1,850 +4%
CPIG
339
Chicago Partners Investment Group
Illinois
$2.33M +$18.5K +367 +0.8%
NG
340
Northstar Group
New York
$2.32M +$1.01K +20 +0%
PFA
341
Pure Financial Advisors
California
$2.31M +$134K +2,649 +6%
RFO
342
RiverGlades Family Offices
Florida
$2.31M -$266K -5,250 -10%
ORC
343
O'Rourke & Company
Massachusetts
$2.3M +$8.41K +166 +0.4%
NAM
344
NorthCrest Asset Manangement
Minnesota
$2.27M +$2.27M +44,888 New
NDSI
345
Newman Dignan & Sheerar Inc
Rhode Island
$2.27M +$1.15M +22,697 +102%
DC
346
Davenport & Co
Virginia
$2.27M +$452K +8,925 +25%
BCG
347
Breakwater Capital Group
New Jersey
$2.25M +$424K +8,378 +23%
CA
348
Continuum Advisory
Idaho
$2.25M +$99.4K +1,963 +5%
EPM
349
Elm Partners Management
Pennsylvania
$2.24M +$2.24M +44,189 New
HWP
350
Highline Wealth Partners
California
$2.2M -$1.77K -35 -0.1%
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