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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
451
Fort Washington Investment Advisors
Ohio
$371K – – –
LPWM
452
Lake Point Wealth Management
Texas
$368K +$368K +6,661 New
MAM
453
MMA Asset Management
Pennsylvania
$366K – – –
MAFM
454
Mid Atlantic Financial Management
Pennsylvania
$365K +$365K +6,599 New
BPB
455
Badgley, Phelps & Bell
Washington
$359K – – –
CTC
456
Chai Trust Company
Illinois
$358K +$358K +6,481 New
AP
457
Arlington Partners
Alabama
$357K – – –
CSPIA
458
Cary Street Partners Investment Advisory
Virginia
$353K +$132K +2,386 +60%
IAIM
459
International Assets Investment Management
Florida
$348K -$382K -6,915 -52%
PEA
460
Pacific Edge Advisors
California
$345K -$388K -7,000 -53%
CF
461
Centaurus Financial
California
$345K -$28.7K -520 -8%
SFO
462
Stokes Family Office
Louisiana
$344K +$344K +6,216 New
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$340K +$111 +2 +0%
WCWM
464
Willow Creek Wealth Management
California
$340K +$18.4K +333 +6%
HW
465
Hamilton Wealth
California
$338K -$6.24K -113 -2%
MCM
466
Maryland Capital Management
Maryland
$336K – – –
TI
467
Tidal Investments
Wisconsin
$332K – – –
FVWA
468
Foster Victor Wealth Advisors
South Carolina
$328K +$5.86K +106 +2%
PWMG
469
Prestige Wealth Management Group
New Jersey
$323K +$995 +18 +0.3%
RPG
470
Resource Planning Group
Georgia
$322K -$1.11M -20,140 -78%
CFG
471
Citizens Financial Group
Rhode Island
$321K +$321K +5,797 New
FSWA
472
Financial Synergies Wealth Advisors
Texas
$317K +$58.2K +1,052 +23%
BCM
473
Brasada Capital Management
Texas
$315K -$60.7K -1,099 -16%
BJL
474
Brighton Jones LLC
Washington
$314K +$5.25K +95 +2%
BRWA
475
B. Riley Wealth Advisors
Florida
$308K +$9.58K +173 +3%
17 18
19
20 21