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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 %
PG
451
Proffitt & Goodson
Tennessee
$1.28M +$436K +8,600 +51%
EWA
452
EverSource Wealth Advisors
Alabama
$1.28M +$1.18M +23,314 +1,171%
NFG
453
Northeast Financial Group
Pennsylvania
$1.28M +$5.79K +114 +0.5%
BRWA
454
B. Riley Wealth Advisors
Florida
$1.28M +$492K +9,706 +62%
RIM
455
Rockbridge Investment Management
New York
$1.27M – – –
VCA
456
Verdence Capital Advisors
Maryland
$1.26M -$44.6K -880 -3%
WLIM
457
White Lighthouse Investment Management
Massachusetts
$1.26M +$29.9K +590 +2%
ATPW
458
Ashton Thomas Private Wealth
Arizona
$1.26M +$998K +19,704 +381%
AAS
459
Annex Advisory Services
Wisconsin
$1.26M -$988K -19,504 -44%
CAG
460
Csenge Advisory Group
Florida
$1.25M -$52.4K -1,035 -4%
EWM
461
EPG Wealth Management
Georgia
$1.24M +$49K +967 +4%
BDF
462
Black Diamond Financial
Maryland
$1.24M -$160K -3,167 -11%
AT
463
Arden Trust
Delaware
$1.23M +$1.23M +24,287 New
WWM
464
Western Wealth Management
Colorado
$1.22M +$708K +13,984 +138%
RWI
465
Red Wave Investments
Pennsylvania
$1.22M -$262K -5,172 -18%
CAWM
466
Capital Advisors Wealth Management
Washington
$1.2M +$171K +3,370 +17%
SIG
467
Sargent Investment Group
Maryland
$1.2M -$324K -6,400 -21%
FSG
468
Financial Strategies Group
Michigan
$1.2M -$117K -2,306 -9%
PP
469
Prosperity Planning
Missouri
$1.16M -$1.14M – –
WJA
470
Willis Johnson & Associates
Texas
$1.14M -$2.48K -49 -0.2%
NC
471
NewSquare Capital
Pennsylvania
$1.13M -$28.7K -566 -2%
FA
472
Fiducient Advisors
Illinois
$1.13M +$170K +3,354 +18%
Betterment LLC
473
Betterment LLC
New York
$1.12M +$336K +6,632 +43%
ACP
474
Aviance Capital Partners
Florida
$1.11M +$659 +13 +0.1%
OL
475
Optas LLC
Texas
$1.11M -$199K -3,921 -15%
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