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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 %
HPWM
326
High Pines Wealth Management
Massachusetts
$2.73M 56,687 -7,147 -11%
SC
327
Steph & Co
Wisconsin
$2.7M 56,154 -1,037 -2%
VFA
328
Valeo Financial Advisors
Indiana
$2.64M 54,987 -25,667 -32%
WP
329
WealthSource Partners
California
$2.64M 54,957 +54,957 New
PRWA
330
Platte River Wealth Advisors
Colorado
$2.58M 53,627 -6,100 -10%
IAN
331
Integrated Advisors Network
Texas
$2.57M 53,421 -5,907 -10%
HIP
332
HUB Investment Partners
Texas
$2.56M 53,183 – –
WCA
333
Westover Capital Advisors
Delaware
$2.52M 52,373 +1,051 +2%
MMA
334
Miracle Mile Advisors
California
$2.52M 52,309 -373,087 -88%
LIA
335
LifePlan Investment Advisors
North Carolina
$2.51M 52,161 +5,793 +12%
PFA
336
Pure Financial Advisors
California
$2.5M 52,026 +1,615 +3%
IWS
337
Insight Wealth Strategies
California
$2.46M 51,238 +571 +1%
GEA
338
Glen Eagle Advisors
New Jersey
$2.46M 51,140 -529 -1%
ORC
339
O'Rourke & Company
Massachusetts
$2.46M 51,128 -2,381 -4%
SCG
340
Sonata Capital Group
Washington
$2.46M 51,130 – –
RFO
341
RiverGlades Family Offices
Florida
$2.46M 51,050 +3,225 +7%
HIM
342
Hanlon Investment Management
New Jersey
$2.45M 50,958 -538 -1%
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
$2.45M 50,881 -1,745 -3%
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
$2.42M 50,265 -12,000 -19%
MWA
345
Mills Wealth Advisors
Texas
$2.38M 49,434 -33,867 -41%
PA
346
Pinnacle Associates
New York
$2.37M 49,291 +215 +0.4%
EWM
347
Elmwood Wealth Management
California
$2.35M 48,954 +48,954 New
CFA
348
Capstone Financial Advisors
Illinois
$2.35M 48,905 -792 -2%
PWMAG
349
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M 48,791 +570 +1%
CPIG
350
Chicago Partners Investment Group
Illinois
$2.31M 48,712 +2,063 +4%
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