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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 %
BBWP
426
Beacon Bridge Wealth Partners
Pennsylvania
$2.32M -$108K -2,108 -4%
Prudential Financial
427
Prudential Financial
New Jersey
$2.32M +$230K +4,500 +11%
SDWMA
428
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.32M +$1.32M +25,917 +133%
HIM
429
Hanlon Investment Management
New Jersey
$2.31M -$293K -5,748 -11%
MW
430
Maia Wealth
Colorado
$2.3M +$2.3M +45,151 New
CA
431
Continuum Advisory
Idaho
$2.26M -$163K -3,201 -7%
VFA
432
Valeo Financial Advisors
Indiana
$2.22M -$588K -11,511 -21%
CAWM
433
Capital Advisors Wealth Management
Washington
$2.22M +$274K +5,369 +14%
ARC
434
Advisor Resource Council
Texas
$2.21M +$2.21M +43,386 New
UCFA
435
United Capital Financial Advisors
Texas
$2.18M +$1.6M +31,390 +276%
NAM
436
NorthCrest Asset Manangement
Minnesota
$2.18M +$35.9K +704 +2%
SW
437
SteelPeak Wealth
California
$2.18M -$1.56M -30,506 -42%
IWS
438
Integrity Wealth Solutions
Colorado
$2.16M +$2.16M +42,353 New
NRI
439
NFP Retirement Inc
California
$2.16M +$215K +4,211 +11%
FCIM
440
Fairview Capital Investment Management
California
$2.15M +$163K +3,200 +8%
CWM
441
Centurion Wealth Management
Virginia
$2.14M +$70.8K +1,386 +3%
ORC
442
O'Rourke & Company
Massachusetts
$2.14M -$466K -9,136 -18%
MSF
443
Mustard Seed Financial
Arkansas
$2.14M +$2.14M +41,885 New
WCM
444
Windham Capital Management
Massachusetts
$2.14M +$76.1K +1,491 +4%
EGA
445
Eagle Global Advisors
Texas
$2.13M +$143K +2,800 +7%
AWA
446
Aletheian Wealth Advisors
Washington
$2.11M +$628K +12,295 +42%
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$2.11M +$665K +13,024 +46%
HPWM
448
High Pines Wealth Management
Massachusetts
$2.11M -$784K -15,362 -27%
FTS
449
Fifth Third Securities
Ohio
$2.08M +$429K +8,408 +26%
GWM
450
Grand Wealth Management
Michigan
$2.07M +$59K +1,156 +3%
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