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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 %
UW
426
Unique Wealth
Florida
$1.5M -$532K -11,070 -26%
HFA
427
Highland Financial Advisors
New Jersey
$1.5M -$11K -229 -0.7%
LA
428
Lane & Associates
New Jersey
$1.49M -$93.1K -1,936 -6%
ATPW
429
Ashton Thomas Private Wealth
Arizona
$1.49M -$23.8K -495 -2%
WIC
430
Whitegate Investment Counselors
New Hampshire
$1.48M -$41.1K -855 -3%
RIA
431
Regal Investment Advisors
Michigan
$1.48M +$1.48M +30,671 New
FCBT
432
First Citizens Bank & Trust
North Carolina
$1.46M -$405K -8,412 -22%
RIM
433
Rockbridge Investment Management
New York
$1.45M – – –
PA
434
Perennial Advisors
New York
$1.44M +$47.7K +992 +3%
NG
435
Norden Group
Utah
$1.44M +$1.44M +29,887 New
LAS
436
Lloyd Advisory Services
Georgia
$1.44M +$1.44M +29,887 New
SSW
437
Stone Summit Wealth
Florida
$1.43M -$204K -4,247 -13%
MW
438
Marcum Wealth
Ohio
$1.41M +$14.9K +310 +1%
AWA
439
Aletheian Wealth Advisors
Washington
$1.4M +$156K +3,243 +13%
CS
440
Comerica Securities
Michigan
$1.4M +$1.17M +24,277 +505%
PFA
441
Petra Financial Advisors
Colorado
$1.39M +$411K +8,547 +42%
CCG
442
Chatham Capital Group
Georgia
$1.39M +$26.5K +550 +2%
SI
443
Stephens Inc
Arkansas
$1.37M -$20K -415 -1%
WIA
444
World Investment Advisors
California
$1.36M +$237K +4,928 +21%
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$1.36M -$273K -5,667 -17%
BFG
446
Bouchey Financial Group
New York
$1.36M +$2.41K +50 +0.2%
THWM
447
Taylor Hoffman Wealth Management
Virginia
$1.36M -$31.5K -654 -2%
JBA
448
Johnson Bixby & Associates
Washington
$1.35M +$76.5K +1,590 +6%
SFS
449
Sowell Financial Services
Arkansas
$1.35M +$155K +3,227 +13%
CM
450
Columbus Macro
Pennsylvania
$1.35M +$95K +1,975 +8%
16 17
18
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