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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 %
OFP
326
OLIO Financial Planning
Virginia
$3.83M +$51.5K +1,008 +1%
HDIM
327
Hanson & Doremus Investment Management
Vermont
$3.81M +$6.13K +120 +0.2%
HPA
328
High Probability Advisors
New York
$3.73M -$334K -6,534 -8%
BWM
329
Brown Wealth Management
Illinois
$3.71M -$482K -9,446 -11%
QAM
330
Q3 Asset Management
Michigan
$3.71M +$3.71M +73,002 New
PPWP
331
Proquility Private Wealth Partners
Nevada
$3.69M +$3.69M +72,328 New
VWA
332
Visionary Wealth Advisors
Illinois
$3.68M +$219K +4,287 +6%
BFA
333
Beaumont Financial Advisors
Massachusetts
$3.68M +$1.81M +35,441 +97%
MWM
334
McNaughton Wealth Management
California
$3.67M +$356K +6,977 +11%
LNC
335
Lincoln National Corp
Pennsylvania
$3.64M -$46.4K -908 -1%
SC
336
Sepio Capital
Utah
$3.61M +$3.61M +70,718 New
VAF
337
Values Added Financial
District of Columbia
$3.6M +$2.56M +50,161 +246%
VT
338
Vise Technologies
New York
$3.59M +$228K +4,458 +7%
AFTS
339
American Financial & Tax Strategies
New York
$3.57M +$3.57M +69,842 New
WTA
340
Washington Trust Advisors
Massachusetts
$3.49M -$1.31M -25,755 -27%
SFO
341
Stokes Family Office
Louisiana
$3.49M -$5.7M -111,565 -62%
DC
342
Davenport & Co
Virginia
$3.48M -$69.7K -1,366 -2%
EH
343
Equitable Holdings
New York
$3.47M +$420K +8,233 +14%
CISOA
344
Capital Investment Services of America
Wisconsin
$3.47M -$204K -4,000 -6%
GGS
345
Galvin Gaustad & Stein
Arizona
$3.47M -$707K -13,844 -17%
IA
346
IFP Advisors
Florida
$3.42M +$75.8K +1,485 +2%
PWMG
347
Prestige Wealth Management Group
New Jersey
$3.41M +$116K +2,282 +4%
SAG
348
SageView Advisory Group
California
$3.4M -$7.65M -159,088 Closed
BWM
349
Benchmark Wealth Management
Connecticut
$3.36M -$190K -3,713 -5%
WA
350
Wealth Alliance
New York
$3.36M +$2.76M +54,100 +465%
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