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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 %
AWM
401
Aprio Wealth Management
Georgia
$2.67M +$2.67M +52,254 New
WCA
402
Westover Capital Advisors
Delaware
$2.66M -$11K -215 -0.4%
IWM
403
IHT Wealth Management
Illinois
$2.66M +$214K +4,189 +9%
SA
404
Sunesis Advisors
Kansas
$2.65M +$2.65M +51,998 New
WFP
405
Wrenne Financial Planning
Kentucky
$2.64M +$2.64M +51,722 New
RCM
406
Rain Capital Management
Oregon
$2.63M +$2.63M +51,423 +257,115%
LIA
407
LifePlan Investment Advisors
North Carolina
$2.61M -$54.5K -1,067 -2%
TCA
408
Transcend Capital Advisors
New Jersey
$2.59M +$2.31M +45,302 +843%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$2.58M -$20.4K -400 -0.8%
TFA
410
Trinity Financial Advisors
Ohio
$2.57M +$253K +4,955 +11%
NCM
411
Neumann Capital Management
California
$2.55M -$388K -7,600 -13%
WTC
412
WhitTier Trust Company
Nevada
$2.54M -$554K -10,855 -18%
CAAM
413
Cornerstone Advisors Asset Management
Pennsylvania
$2.51M +$578K +11,319 +30%
KP
414
Kitching Partners
Pennsylvania
$2.49M +$2.49M +48,815 New
PP
415
PrairieView Partners
Minnesota
$2.49M +$865K +16,948 +53%
CPIG
416
Chicago Partners Investment Group
Illinois
$2.46M +$9.27K +184 +0.4%
GEA
417
Glen Eagle Advisors
New Jersey
$2.45M -$156K -3,057 -6%
AL
418
ADE LLC
Maryland
$2.44M +$408 +8 +0%
LPP
419
Life Planning Partners
Florida
$2.43M +$2.43M +47,636 New
RFO
420
RiverGlades Family Offices
Florida
$2.37M -$217K -4,279 -8%
FWM
421
FFT Wealth Management
Pennsylvania
$2.37M +$195K +3,818 +9%
MSWM
422
McGlone Suttner Wealth Management
Wisconsin
$2.36M -$4.95K -97 -0.2%
BCG
423
Breakwater Capital Group
New Jersey
$2.35M +$138K +2,729 +6%
ODA
424
One Degree Advisors
California
$2.35M +$2.35M +46,633 New
FCG
425
Financial Connections Group
California
$2.35M +$2.35M +46,004 New
15 16
17
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