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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
–
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B
2
CSIA
2
Charles Schwab Investment Advisory
California
$747M
3
Creative Planning
3
Creative Planning
Kansas
$303M
4
Jane Street
4
Jane Street
New York
$79.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$543M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$291M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$15.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
LWA
4
LWS Wealth Advisors
New Jersey
$10.4M
5
RH
5
RFG Holdings
Texas
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
FVWA
451
Foster Victor Wealth Advisors
South Carolina
$320K 5,825 +357 +7%
PWMG
452
Prestige Wealth Management Group
New Jersey
$318K 5,825 +5,755 +8,221%
WCWM
453
Willow Creek Wealth Management
California
$317K 5,808 +308 +6%
SWPG
454
Strategic Wealth Partners Group
Illinois
$314K 5,750 -1,250 -18%
BJL
455
Brighton Jones LLC
Washington
$305K 5,584 +355 +7%
T
456
TRUADVICE
Florida
$305K 5,536 +1,456 +36%
HWM
457
Hohimer Wealth Management
Washington
$304K 5,557 +1,458 +36%
WLIM
458
White Lighthouse Investment Management
Massachusetts
$301K 5,500 +800 +17%
MMA
459
Miracle Mile Advisors
California
$296K 5,424 – –
BRWA
460
B. Riley Wealth Advisors
Florida
$295K 5,391 +5,391 New
JIR
461
James Investment Research
Ohio
$292K 5,335 -4,115 -44%
EFS
462
Essex Financial Services
Connecticut
$286K 5,231 – –
DWT
463
Dorsey & Whitney Trust
South Dakota
$285K 5,224 – –
CBOR
464
Community Bank of Raymore
Missouri
$276K 5,059 +5,059 New
XF
465
XML Financial
Maryland
$273K 5,005 -86 -2%
KCM
466
Kanawha Capital Management
Virginia
$273K 4,994 – –
BIA
467
Bigelow Investment Advisors
Maine
$273K 5,000 – –
TPCW
468
TD Private Client Wealth
New York
$270K 4,940 +3,364 +213%
FHC
469
First Heartland Consultants
Missouri
$267K 4,881 – –
IA
470
IFG Advisory
Georgia
$265K 4,861 -2,750 -36%
RWM
471
Ritholtz Wealth Management
New York
$262K 4,795 +14 +0.3%
PHIMC
472
Private Harbour Investment Management & Counsel
Ohio
$261K 4,775 – –
EA
473
Evergreen Advisors
Tennessee
$257K 4,699 – –
PCM
474
Parsons Capital Management
Rhode Island
$256K 4,685 +800 +21%
FSWA
475
Financial Synergies Wealth Advisors
Texas
$255K 4,671 +4,671 New
17 18
19
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