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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 %
IWM
351
IHT Wealth Management
Illinois
$2.3M 47,898 +7,038 +17%
AL
352
ADE LLC
Maryland
$2.3M 47,797 +5 +0%
William Blair & Company
353
William Blair & Company
Illinois
$2.29M 47,653 +179 +0.4%
BBWP
354
Beacon Bridge Wealth Partners
Pennsylvania
$2.29M 47,650 +1,852 +4%
CTWM
355
Cherry Tree Wealth Management
Minnesota
$2.29M 47,585 +14,463 +44%
CA
356
Continuum Advisory
Idaho
$2.28M 47,456 +2,271 +5%
RZH
357
Relyea Zuckerberg Hanson
Connecticut
$2.25M 46,852 +1,618 +4%
VNA
358
Valley National Advisers
Pennsylvania
$2.25M 46,743 – –
FPIS
359
Financial Planning & Information Services
Wisconsin
$2.24M 46,639 +17,884 +62%
KWM
360
Kingsview Wealth Management
Oregon
$2.23M 46,464 +35,210 +313%
MSWM
361
McGlone Suttner Wealth Management
Wisconsin
$2.23M 46,308 -39,119 -46%
CFB
362
Cullen/Frost Bankers
Texas
$2.23M 46,280 -912 -2%
FFN
363
Focus Financial Network
Minnesota
$2.22M 46,065 +34,084 +284%
TFA
364
Trinity Financial Advisors
Ohio
$2.19M 45,436 +10,479 +30%
KeyBank National Association
365
KeyBank National Association
Ohio
$2.19M 45,428 +7,121 +19%
CFS
366
Cannon Financial Strategists
Georgia
$2.15M 44,793 -15,243 -25%
DP
367
Denver PWM
Colorado
$2.12M 44,380 -34 -0.1%
BCG
368
Breakwater Capital Group
New Jersey
$2.09M 43,893 -7,553 -15%
Baird Financial Group
369
Baird Financial Group
Wisconsin
$2.07M 42,988 -5,378 -11%
FWM
370
FFT Wealth Management
Pennsylvania
$2.05M 42,605 +4,248 +11%
API
371
Advisor Partners II
California
$2.04M 42,403 +34,957 +469%
NAM
372
NorthCrest Asset Manangement
Minnesota
$2.02M 42,052 -2,000 -5%
HWP
373
Highline Wealth Partners
California
$2.01M 41,847 -1,209 -3%
BCWM
374
Bartlett & Co Wealth Management
Ohio
$1.98M 41,103 -3,528 -8%
BC
375
Bartlett & Co
Ohio
$1.98M 41,103 -3,528 -8%
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