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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 %
NA
351
NewEdge Advisors
Louisiana
$3.32M -$14.6M -288,366 -81%
VAG
352
Vannoy Advisory Group
Texas
$3.28M +$3.28M +64,282 New
CAAS
353
Capital Asset Advisory Services
Michigan
$3.25M -$470K -9,212 -13%
PFM
354
Phillips Financial Management
Indiana
$3.23M -$443K -8,684 -12%
SVWG
355
Shared Vision Wealth Group
United States
$3.22M +$3.22M +63,061 New
BAAM
356
Baker Avenue Asset Management
California
$3.22M -$751K -14,712 -19%
HGA
357
Hobbs Group Advisors
South Carolina
$3.16M +$3.16M +61,833 New
HFA
358
High Falls Advisors
New York
$3.16M +$1.56M +30,545 +98%
LFG
359
Leverty Financial Group
Wisconsin
$3.15M +$3.15M +61,756 New
CT
360
Coastline Trust
Rhode Island
$3.15M +$2.37M +46,400 +305%
MWP
361
Meridian Wealth Partners
Pennsylvania
$3.14M +$1.77M +34,741 +130%
KPWS
362
Kestra Private Wealth Services
Texas
$3.12M +$1.68M +32,986 +117%
BWG
363
Beta Wealth Group
California
$3.11M -$1.68M -32,852 -35%
FFA
364
Farther Finance Advisors
California
$3.11M +$1.16M +22,803 +60%
CAG
365
Compass Advisory Group
New York
$3.1M -$262K -5,127 -8%
S
366
SignatureFD
Georgia
$3.1M – – –
HWAM
367
Hennion & Walsh Asset Management
New Jersey
$3.1M +$2.68M +52,531 +647%
HI
368
Harbour Investments
Wisconsin
$3.09M +$104K +2,031 +3%
CCB
369
Country Club Bank
Missouri
$3.08M -$24.8K -485 -0.8%
APP
370
Avantax Planning Partners
Iowa
$3.06M +$87.1K +1,707 +3%
VC
371
Vicus Capital
Pennsylvania
$3.06M -$30K -587 -1%
BB
372
Busey Bank
Illinois
$3.05M -$123K -2,400 -4%
RW
373
Rede Wealth
Virginia
$3.02M -$2.28M -44,609 -43%
AFG
374
Atomi Financial Group
New York
$3M +$3M +58,806 New
MA
375
Mutual Advisors
Nebraska
$2.99M -$954K -18,693 -24%
13 14
15
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