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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 Holding Trade Value Shares
Change 		Shares
Change %
SWA
376
SOA Wealth Advisors
New York
$681K – – –
UR
377
USCA RIA
Texas
$668K -$426K -7,698 -39%
KTA
378
Keeley-Teton Advisors
Illinois
$660K +$328K +5,920 +99%
VCM
379
Vivaldi Capital Management
Illinois
$659K +$2.93K +53 +0.4%
MWA
380
Martel Wealth Advisors
Washington
$655K +$1.09K +20 +0.2%
DI
381
Disciplined Investments
Oklahoma
$652K +$99.9K +1,807 +18%
CAM
382
Crestone Asset Management
Colorado
$645K +$645K +11,664 New
AF
383
Affiance Financial
Minnesota
$634K -$170K -3,069 -21%
CAMG
384
CWA Asset Management Group
Florida
$627K -$171K -3,100 -21%
AIM
385
AMI Investment Management
Indiana
$624K +$34.6K +625 +6%
TCWA
386
Ten Capital Wealth Advisors
Washington
$617K – – –
PP
387
PDS Planning
Ohio
$612K +$17.2K +311 +3%
HL
388
HeadInvest LLC
Maine
$608K – – –
GWMIA
389
Global Wealth Management Investment Advisory
Florida
$607K – – –
VCM
390
Versant Capital Management
Arizona
$605K +$442 +8 +0.1%
IF
391
IRON Financial
Illinois
$601K -$14.6K -263 -2%
AWM
392
Atticus Wealth Management
Florida
$597K – – –
WLIM
393
White Lighthouse Investment Management
Massachusetts
$583K +$279K +5,050 +92%
FNWM
394
Financial Network Wealth Management
Utah
$578K +$27.5K +497 +5%
FA
395
Financial Advisors
Massachusetts
$571K – – –
MCWS
396
McKinley Carter Wealth Services
West Virginia
$566K +$566K +10,232 New
BAM
397
Belpointe Asset Management
Nevada
$562K -$23.6K -427 -4%
BP
398
Ballentine Partners
Massachusetts
$559K – – –
SWA
399
Stratos Wealth Advisors
Ohio
$553K -$41.2K -745 -7%
AWM
400
Altavista Wealth Management
North Carolina
$536K – – –
14 15
16
17 18