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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

636 hedge funds and large institutions have $9.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 335 increasing their positions, 125 reducing their positions, and 33 closing their positions.

Holders
636
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
11.17%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.63%
New
69
Increased
335
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.11B
2
Morgan Stanley
2
Morgan Stanley
New York
$435M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$729M
4
RFC
4
Regions Financial Corp
Alabama
$41.3M
5
FWM
5
FFT Wealth Management
Pennsylvania
$37.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.6M
3
Citigroup
3
Citigroup
New York
$8K
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.72B
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TSS
376
Two Sigma Securities
New York
$721K 13,160 +13,160 New
FHA
377
Flagship Harbor Advisors
Massachusetts
$714K 12,912 – –
SWM
378
SeaCrest Wealth Management
New York
$707K 12,914 +12,914 New
ATC
379
Argent Trust Co
Tennessee
$701K 12,800 – –
DADC
380
D.A. Davidson & Co
Montana
$694K 12,672 +3,612 +40%
FPIS
381
Financial Planning & Information Services
Wisconsin
$688K 12,563 – –
MCWS
382
McKinley Carter Wealth Services
West Virginia
$688K 12,568 +2,336 +23%
5L
383
55I LLC
Massachusetts
$687K 12,541 -1,935 -13%
DI
384
Disciplined Investments
Oklahoma
$684K 12,481 +689 +6%
BCA
385
Berman Capital Advisors
Georgia
$681K 12,447 +49 +0.4%
BA
386
Bristlecone Advisors
Washington
$655K 11,960 -809 -6%
KTA
387
Keeley-Teton Advisors
Illinois
$653K 11,926 – –
AF
388
Affiance Financial
Minnesota
$645K 11,770 +299 +3%
WLIM
389
White Lighthouse Investment Management
Massachusetts
$638K 11,650 +1,100 +10%
BPA
390
Beacon Pointe Advisors
California
$638K 11,649 +11,649 New
TFS
391
TrustCore Financial Services
Tennessee
$634K 11,581 +2,427 +27%
IWM
392
IHT Wealth Management
Illinois
$633K 11,552 -1,124 -9%
BAM
393
Belpointe Asset Management
Nevada
$632K 11,554 +1,386 +14%
GWMIA
394
Global Wealth Management Investment Advisory
Florida
$631K 11,520 +543 +5%
WP
395
WealthShield Partners
North Carolina
$630K 11,504 -15,965 -58%
VCM
396
Vivaldi Capital Management
Illinois
$628K 11,472 -457 -4%
PJSIMP
397
P.J. Schmidt Investment Management (PJS)
Wisconsin
$623K 11,423 +4,100 +56%
AWM
398
Atticus Wealth Management
Florida
$619K 11,300 +500 +5%
VIA
399
Vickerman Investment Advisors
Washington
$611K 11,150 +11,150 New
PP
400
PDS Planning
Ohio
$608K 11,101 +37 +0.3%
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16
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