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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 %
BAAM
401
Baker Avenue Asset Management
California
$1.7M -$24.6K -486 -1%
Verition Fund Management
402
Verition Fund Management
Connecticut
$1.69M +$1.69M +33,403 New
FHC
403
First Heartland Consultants
Missouri
$1.69M +$199K +3,920 +13%
JSW
404
Journey Strategic Wealth
New Jersey
$1.69M -$156K -3,075 -8%
APW
405
Acima Private Wealth
Virginia
$1.68M +$575K +11,347 +52%
PP
406
PrairieView Partners
Minnesota
$1.65M +$550K +10,862 +50%
PA
407
Pinnacle Associates
New York
$1.65M +$271K +5,347 +20%
EFG
408
Everhart Financial Group
Ohio
$1.64M +$105K +2,073 +7%
TI
409
Truepoint Inc
Ohio
$1.63M -$81.8K -1,615 -5%
PWMAG
410
Pinnacle Wealth Management Advisory Group
New Jersey
$1.62M +$274K +5,413 +20%
HFA
411
Highland Financial Advisors
New Jersey
$1.61M +$32.2K +635 +2%
FNC
412
First National Corp
Massachusetts
$1.61M +$81.2K +1,603 +5%
MW
413
Marcum Wealth
Ohio
$1.61M +$67.3K +1,329 +4%
SPIA
414
Steward Partners Investment Advisory
New York
$1.61M -$734K -14,486 -31%
ML
415
Mayport LLC
Massachusetts
$1.6M +$57.9K +1,142 +4%
SSA
416
Schonfeld Strategic Advisors
New York
$1.59M +$1.59M +31,329 New
LCWP
417
Legacy Capital Wealth Partners
Arkansas
$1.55M +$1.55M +30,676 New
William Blair & Company
418
William Blair & Company
Illinois
$1.55M -$980K -19,337 -39%
SB
419
Strategic Blueprint
Georgia
$1.55M +$525K +10,363 +51%
SIS
420
Strategic Investment Solutions
Illinois
$1.54M -$187K -3,683 -11%
SI
421
Stephens Inc
Arkansas
$1.54M +$811 +16 +0.1%
TPCW
422
TD Private Client Wealth
New York
$1.53M +$547K +10,789 +55%
CCA
423
Checchi Capital Advisers
California
$1.51M – – –
VAM
424
Verity Asset Management
North Carolina
$1.51M +$711K +14,031 +89%
PCWA
425
Pacific Capital Wealth Advisors
California
$1.5M +$2.13K +42 +0.1%
15 16
17
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