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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 %
Prudential Financial
376
Prudential Financial
New Jersey
$1.97M 40,935 -1,604 -4%
MC
377
Middleton & Co
Massachusetts
$1.96M 40,800 – –
CWM
378
Centurion Wealth Management
Virginia
$1.95M 40,631 -2,946 -7%
WPWM
379
Windward Private Wealth Management
Kansas
$1.95M 40,517 +1,316 +3%
WCM
380
Windham Capital Management
Massachusetts
$1.94M 40,364 +48 +0.1%
FCI
381
Financial Counselors Inc
Kansas
$1.94M 40,333 +40,333 New
WB
382
Webster Bank
Connecticut
$1.94M 40,235 +36,677 +1,031%
LFRG
383
Lazard Frères Gestion
France
$1.92M 40,000 +40,000 New
NG
384
Northstar Group
New York
$1.91M 39,771 -2,767 -7%
LCWP
385
Legacy Capital Wealth Partners
Arkansas
$1.9M 39,431 +39,431 New
GWM
386
Grand Wealth Management
Michigan
$1.89M 39,316 -11,647 -23%
EGA
387
Eagle Global Advisors
Texas
$1.87M 38,930 -1,750 -4%
FCIM
388
Fairview Capital Investment Management
California
$1.87M 38,850 -1,200 -3%
EWA
389
Evolution Wealth Advisors
Florida
$1.87M 38,832 – –
SFG
390
Snider Financial Group
Washington
$1.86M 38,666 -139 -0.4%
FCA
391
FLC Capital Advisors
California
$1.86M 38,579 +1,684 +5%
AAS
392
Avantax Advisory Services
Texas
$1.85M 38,434 +24,296 +172%
NRI
393
NFP Retirement Inc
California
$1.83M 38,122 -278 -0.7%
CAWM
394
Capital Advisors Wealth Management
Washington
$1.83M 38,095 +3,910 +11%
FFA
395
Farther Finance Advisors
California
$1.83M 38,079 +13,151 +53%
CAAM
396
Cornerstone Advisors Asset Management
Pennsylvania
$1.82M 37,935 – –
RW
397
Regimen Wealth
Georgia
$1.81M 37,707 +268 +0.7%
SPIA
398
Steward Partners Investment Advisory
New York
$1.81M 37,692 +3,690 +11%
AFG
399
AFS Financial Group
Maryland
$1.8M 37,435 +500 +1%
EPM
400
Elm Partners Management
Pennsylvania
$1.79M 37,246 +9,620 +35%
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