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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
Jane Street
New York
$338M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$66.9M
2
LWA
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$5.94M
4
BDF
Balasa Dinverno & Foltz
$0
5
EPM
Elm Partners Management
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
426
TRUADVICE
Florida
$439K +$132K +2,368 +43%
BOPW
427
Brandywine Oak Private Wealth
Pennsylvania
$438K +$17.3K +313 +4%
RZH
428
Relyea Zuckerberg Hanson
Connecticut
$435K – – –
SFG
429
Sovereign Financial Group
Connecticut
$434K – – –
CWM
430
Cahaba Wealth Management
Georgia
$431K -$310K -5,596 -42%
MSFS
431
Main Street Financial Solutions
Pennsylvania
$430K -$3.48K -63 -0.8%
CFGS
432
Concourse Financial Group Securities
Alabama
$428K +$54.5K +987 +15%
AFP
433
Ausdal Financial Partners
Iowa
$419K +$11.1K +201 +3%
GWM
434
Geneos Wealth Management
Colorado
$418K +$13.8K +250 +3%
SAG
435
Spotlight Asset Group
Illinois
$413K – – –
IA
436
IFP Advisors
Florida
$412K +$57.4K +1,040 +16%
WMA
437
Wealth Management Associates
New Jersey
$409K +$27.7K +500 +7%
PWP
438
Personal Wealth Partners
Minnesota
$408K – – –
PJSIMP
439
P.J. Schmidt Investment Management (PJS)
Wisconsin
$407K +$166K +2,988 +69%
SP
440
Successful Portfolios
Florida
$405K – – –
CFA
441
Cahill Financial Advisors
Minnesota
$400K -$19.7K -356 -5%
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$400K +$2.54K +46 +0.6%
WWM
443
Wolff Wiese Magana
California
$399K +$42.1K +762 +12%
HKIM
444
Hayek Kallen Investment Management
Alabama
$398K +$22.1K +400 +6%
KA
445
Kovack Advisors
Florida
$394K +$161K +2,916 +69%
CA
446
Calton & Associates
Florida
$393K +$49.9K +902 +15%
1WA
447
180 Wealth Advisors
Washington
$390K -$46.6K -841 -11%
VWA
448
V Wealth Advisors
Kansas
$384K +$40.9K +740 +12%
OA
449
Oxbow Advisors
Texas
$383K -$8.01K -145 -2%
PCM
450
Parsons Capital Management
Rhode Island
$373K +$114K +2,055 +44%
16 17
18
19 20