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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 %
SSW
426
Stone Summit Wealth
Florida
$1.49M +$155K +3,066 +12%
THWM
427
Taylor Hoffman Wealth Management
Virginia
$1.48M – – –
PFA
428
Petra Financial Advisors
Colorado
$1.46M -$15.7K -310 -1%
CW
429
CreativeOne Wealth
Kansas
$1.46M -$15.7K -309 -1%
RWP
430
Revolve Wealth Partners
New Jersey
$1.43M -$1.57M -30,961 -52%
CCG
431
Chatham Capital Group
Georgia
$1.43M – – –
AF
432
Advisornet Financial
Minnesota
$1.43M +$52.5K +1,037 +4%
BFG
433
Bouchey Financial Group
New York
$1.43M – – –
ACG
434
Allen Capital Group
Nebraska
$1.43M -$3.39M -66,983 -70%
PP
435
Patron Partners
Texas
$1.41M -$49.6K -979 -3%
BBWP
436
Beacon Bridge Wealth Partners
Pennsylvania
$1.39M +$1.09M +21,473 +363%
VC
437
Veery Capital
Delaware
$1.38M -$46.2K -912 -3%
SOS
438
Silver Oak Securities
Tennessee
$1.38M – – –
MWP
439
Meridian Wealth Partners
Pennsylvania
$1.37M -$10.3K -203 -0.7%
EA
440
Eclectic Associates
California
$1.37M -$2.29M -45,202 -63%
CFA
441
Cahill Financial Advisors
Minnesota
$1.36M +$46.3K +913 +4%
JGIA
442
Jackson Grant Investment Advisers
Connecticut
$1.36M +$385K +7,602 +39%
AWA
443
Aletheian Wealth Advisors
Washington
$1.34M -$524K -10,340 -28%
BF
444
Blankinship & Foster
California
$1.34M -$2.5M -49,346 -65%
CIP
445
Capital Insight Partners
Arizona
$1.34M +$30.4K +600 +2%
PA
446
Perennial Advisors
New York
$1.34M +$231K +4,550 +21%
SRC
447
Sage Rhino Capital
California
$1.32M +$140K +2,763 +12%
WIC
448
Whitegate Investment Counselors
New Hampshire
$1.32M -$60.8K -1,200 -4%
HI
449
Harbour Investments
Wisconsin
$1.32M +$232K +4,572 +21%
HI
450
Hendershot Investments
Virginia
$1.3M – – –
16 17
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