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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
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
3
Members Trust
3
Members Trust
Florida
$93M
4
Creative Planning
4
Creative Planning
Kansas
$1.03B
5
SEI Investments
5
SEI Investments
Pennsylvania
$444M

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 Holding Trade Value Shares
Change 		Shares
Change %
BC
401
Brio Consultants
California
$1.77M -$58.8K -1,222 -3%
BFA
402
Beaumont Financial Advisors
Massachusetts
$1.76M -$77.4K -1,610 -4%
PAA
403
Peregrine Asset Advisers
Oregon
$1.75M +$1.75M +36,421 New
AAS
404
Ameritas Advisory Services
Nebraska
$1.74M +$410K +8,578 +31%
OAJ
405
Ogorek Anthony Joseph
New York
$1.73M +$1.58M +32,915 +1,054%
P
406
Pitcairn
Pennsylvania
$1.7M – – –
ACG
407
Allen Capital Group
Nebraska
$1.66M +$140K +2,929 +9%
WJA
408
Willis Johnson & Associates
Texas
$1.65M +$334K +6,948 +25%
CWA
409
Core Wealth Advisors
Florida
$1.65M +$114K +2,368 +7%
APW
410
Acima Private Wealth
Virginia
$1.65M – – –
OHWA
411
Oak Hill Wealth Advisors
Virginia
$1.63M -$63.3K -1,316 -4%
ONB
412
Old National Bancorp
Indiana
$1.62M +$1.62M +33,741 New
GRP
413
Global Retirement Partners
California
$1.56M -$187K -3,922 -11%
VCA
414
Verdence Capital Advisors
Maryland
$1.56M +$415K +8,618 +36%
Millennium Management
415
Millennium Management
New York
$1.56M +$843K +17,534 +118%
FTS
416
Fifth Third Securities
Ohio
$1.55M -$130K -2,695 -8%
MAC
417
Mason & Associates (California)
California
$1.54M -$139K -2,893 -8%
OAP
418
One Advisory Partners
Kansas
$1.54M +$1.04M +21,573 +206%
BWM
419
Boyd Wealth Management
California
$1.54M +$103K +2,146 +7%
PP
420
PrairieView Partners
Minnesota
$1.53M +$63K +1,309 +4%
FNC
421
First National Corp
Massachusetts
$1.53M +$1.54K +32 +0.1%
EFG
422
Everhart Financial Group
Ohio
$1.52M +$32.9K +683 +2%
TI
423
Truepoint Inc
Ohio
$1.52M – – –
RWP
424
Revolve Wealth Partners
New Jersey
$1.52M +$156K +3,250 +11%
HFA
425
High Falls Advisors
New York
$1.5M +$1.5M +31,271 New
15 16
17
18 19