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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 %
EGA
376
Eagle Global Advisors
Texas
$1.94M -$26.9K -530 -1%
IWS
377
Insight Wealth Strategies
California
$1.91M -$44.3K -874 -2%
MWA
378
Motive Wealth Advisors
Michigan
$1.89M -$1.61M -31,795 -46%
KeyBank National Association
379
KeyBank National Association
Ohio
$1.89M +$53.3K +1,053 +3%
RW
380
Regimen Wealth
Georgia
$1.88M -$7.49M -147,750 -80%
NGA
381
Naples Global Advisors
Florida
$1.88M -$19K -375 -1%
TCM
382
Traynor Capital Management
Pennsylvania
$1.87M -$133K -2,625 -7%
FCA
383
FLC Capital Advisors
California
$1.86M +$172K +3,389 +10%
AFG
384
AFS Financial Group
Maryland
$1.86M +$7.8K +154 +0.4%
OHWA
385
Oak Hill Wealth Advisors
Virginia
$1.84M – – –
SWP
386
ShoreHaven Wealth Partners
New Jersey
$1.84M -$249K -4,913 -12%
WTC
387
WhitTier Trust Company
Nevada
$1.8M -$2.32M -45,813 -56%
P
388
Pitcairn
Pennsylvania
$1.79M +$1.79M +35,273 New
GFWA
389
Grey Fox Wealth Advisors
Delaware
$1.78M +$51.4K +1,015 +3%
NRI
390
NFP Retirement Inc
California
$1.78M +$28.2K +557 +2%
MAC
391
Mason & Associates (California)
California
$1.78M – – –
AAS
392
Ameritas Advisory Services
Nebraska
$1.78M -$243K -4,801 -12%
EL
393
EWA LLC
Pennsylvania
$1.74M +$1.74M +34,653 New
QAM
394
Q3 Asset Management
Michigan
$1.74M +$1.74M +34,388 New
VBWMG
395
Von Berge Wealth Management Group
California
$1.74M -$14.6K -288 -0.8%
GA
396
Greenspring Advisors
Maryland
$1.74M +$20.9K +413 +1%
HAIM
397
Hunter Associates Investment Management
Pennsylvania
$1.74M +$1.45M +28,696 +516%
CWA
398
Core Wealth Advisors
Florida
$1.73M +$785K +15,487 +83%
CPP
399
Capasso Planning Partners
South Carolina
$1.73M -$4.81K -95 -0.3%
EH
400
Equitable Holdings
New York
$1.71M +$190K +3,758 +13%
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