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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
+$459M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$185M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
Northern Trust
Northern Trust
Illinois
+$83.1M
5
RJA
Raymond James & Associates
Florida
+$76.8M

Top Sellers

1
WAG
Winthrop Advisory Group
Massachusetts
-$572M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$116M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$79.3M
5
AL
Aspiriant LLC
California
-$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
351
Centurion Wealth Management
Virginia
$2.2M +$745K +14,697 +51%
DP
352
Denver PWM
Colorado
$2.18M +$317K +6,296 +17%
UCFA
353
United Capital Financial Advisors
Texas
$2.17M -$6.82M -134,574 -76%
SF
354
Summit Financial
New Jersey
$2.15M -$1.77M -34,902 -45%
BFA
355
Beaumont Financial Advisors
Massachusetts
$2.12M -$724K -14,294 -25%
BC
356
Brio Consultants
California
$2.1M +$105K +2,069 +5%
CCFCSB
357
Cape Cod Five Cents Savings Bank
Massachusetts
$2.1M -$43.8K -865 -2%
FCH
358
Freestone Capital Holdings
Washington
$2.1M -$243K -4,806 -10%
WP
359
WealthShield Partners
North Carolina
$2.09M +$412K +8,126 +24%
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$458K +9,032 +28%
Prudential Financial
361
Prudential Financial
New Jersey
$2.09M +$38.5K +768 +2%
AWM
362
Accurate Wealth Management
Florida
$2.06M -$10.9K -214 -0.5%
UW
363
Unique Wealth
Florida
$2.05M +$1.19M +23,525 +139%
WCM
364
Windham Capital Management
Massachusetts
$2.05M +$2.05M +40,414 New
GAG
365
Goodman Advisory Group
Massachusetts
$2.03M +$590K +11,644 +41%
FCIM
366
Fairview Capital Investment Management
California
$2.03M – – –
AP
367
Americana Partners
Texas
$2.01M +$992K +19,572 +97%
CAAM
368
Cornerstone Advisors Asset Management
Pennsylvania
$2.01M +$1.37K +27 +0.1%
RZH
369
Relyea Zuckerberg Hanson
Connecticut
$1.98M +$408K +8,057 +26%
GRP
370
Global Retirement Partners
California
$1.97M +$1.26M +25,047 +178%
EWA
371
Evolution Wealth Advisors
Florida
$1.97M – – –
SFG
372
Snider Financial Group
Washington
$1.97M -$143K -2,824 -7%
SWA
373
Stratos Wealth Advisors
Ohio
$1.97M +$243K +4,789 +14%
IWM
374
IHT Wealth Management
Illinois
$1.96M +$324K +6,387 +20%
BWM
375
Boyd Wealth Management
California
$1.95M -$126K -2,485 -6%
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