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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 %
IWS
376
Insight Wealth Strategies
California
$2.98M +$365K +7,150 +14%
OAJ
377
Ogorek Anthony Joseph
New York
$2.97M +$1.13M +22,045 +61%
HW
378
Hancock Whitney
Mississippi
$2.94M +$26K +510 +0.9%
PWP
379
PrairieView Wealth Partners
Illinois
$2.94M +$2.94M +57,528 New
SF
380
Summit Financial
New Jersey
$2.93M +$2.26M +44,234 +339%
JWM
381
Janiczek Wealth Management
Colorado
$2.88M -$554K -10,844 -16%
PA
382
Pinnacle Associates
New York
$2.88M +$361K +7,066 +14%
CFS
383
Cannon Financial Strategists
Georgia
$2.87M +$583K +11,420 +25%
Bessemer Group
384
Bessemer Group
New Jersey
$2.85M +$2.42M +47,329 +555%
PWMAG
385
Pinnacle Wealth Management Advisory Group
New Jersey
$2.85M +$361K +7,066 +14%
CWM
386
Cornerstone Wealth Management
Missouri
$2.85M -$497K -9,736 -15%
MA
387
Mosaic Advisors
Texas
$2.84M -$18.2M -357,074 -87%
FPIS
388
Financial Planning & Information Services
Wisconsin
$2.84M +$456K +8,940 +19%
FA
389
FDx Advisors
Illinois
$2.78M -$159K -3,108 -5%
MMA
390
Miracle Mile Advisors
California
$2.76M +$91.4K +1,790 +3%
CTA
391
Chesley Taft & Associates
Illinois
$2.73M +$2.27M +44,500 +495%
CW
392
Connectus Wealth
Ohio
$2.73M -$993K -19,459 -27%
William Blair & Company
393
William Blair & Company
Illinois
$2.72M +$289K +5,660 +12%
SCG
394
Sonata Capital Group
Washington
$2.71M +$97K +1,900 +4%
EWM
395
Elmwood Wealth Management
California
$2.7M +$204K +3,993 +8%
NGA
396
Naples Global Advisors
Florida
$2.68M -$351K -6,875 -12%
BCWM
397
Bartlett & Co Wealth Management
Ohio
$2.67M +$576K +11,275 +27%
BC
398
Bartlett & Co
Ohio
$2.67M +$576K +11,275 +27%
PFA
399
Pure Financial Advisors
California
$2.67M +$17.2K +336 +0.6%
CTWM
400
Cherry Tree Wealth Management
Minnesota
$2.67M +$241K +4,718 +10%
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