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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 %
LB
351
Leo Brokerage
Texas
$790K 14,291 -3,631 -20%
NA
352
NewEdge Advisors
Louisiana
$788K 14,248 -1,317 -8%
NFG
353
Next Financial Group
Texas
$786K 14,213 +2,359 +20%
SWP
354
Stratos Wealth Partners
Ohio
$777K 14,053 -1,962 -12%
SC
355
Savant Capital
Illinois
$777K 14,049 -32 -0.2%
DWP
356
Destiny Wealth Partners
Florida
$773K 13,974 +13,974 New
TCBWMS
357
Texas Capital Bank Wealth Management Services
Texas
$764K 13,812 -119 -0.9%
BCM
358
Blume Capital Management
California
$760K 13,750 – –
OAJ
359
Ogorek Anthony Joseph
New York
$758K 13,720 +594 +5%
CAM
360
Cresset Asset Management
Illinois
$756K 13,674 +13,674 New
JIP
361
Jaffetilchin Investment Partners
Florida
$751K 13,589 +7,427 +121%
FRA
362
Frank Rimerman Advisors
California
$742K 13,415 – –
CMBA
363
C.M. Bidwell & Associates
Hawaii
$737K 13,333 +2,785 +26%
BWFA
364
Baltimore-Washington Financial Advisors
Maryland
$733K 13,265 +684 +5%
BOS
365
Bingham Osborn & Scarborough
California
$729K 13,184 +488 +4%
HWM
366
Howard Wealth Management
Connecticut
$724K 13,103 +497 +4%
MIAN
367
Mariner Independent Advisor Network
Kansas
$721K 13,048 +13,048 New
FHA
368
Flagship Harbor Advisors
Massachusetts
$714K 12,912 +869 +7%
FIA
369
Foundations Investment Advisors
Arizona
$712K 12,848 -15 -0.1%
ATC
370
Argent Trust Co
Tennessee
$708K 12,800 – –
BA
371
Bristlecone Advisors
Washington
$706K 12,769 – –
IWM
372
IHT Wealth Management
Illinois
$701K 12,676 +485 +4%
FPIS
373
Financial Planning & Information Services
Wisconsin
$695K 12,563 – –
IA
374
IFG Advisory
Georgia
$692K 12,524 +7,663 +158%
BCA
375
Berman Capital Advisors
Georgia
$685K 12,398 +51 +0.4%
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15
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