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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 %
FCI
451
Financial Counselors Inc
Kansas
$2.06M – – –
HWP
452
Highline Wealth Partners
California
$2.05M -$87.4K -1,713 -4%
Fisher Asset Management
453
Fisher Asset Management
Washington
$2.04M +$1.44M +28,297 +242%
VC
454
Veery Capital
Delaware
$2.04M +$1.28M +25,047 +168%
FCA
455
FLC Capital Advisors
California
$2.03M +$59.3K +1,161 +3%
CFO
456
Collective Family Office
Pennsylvania
$2.03M +$1.52M +29,713 +298%
SCA
457
Stonebridge Capital Advisors
Minnesota
$2.02M +$697K +13,653 +52%
DL
458
DOHJ LLC
Washington
$1.99M -$2.16M -42,239 -52%
SFG
459
Snider Financial Group
Washington
$1.99M +$12.7K +248 +0.6%
EWA
460
Evolution Wealth Advisors
Florida
$1.98M – – –
EFG
461
Everhart Financial Group
Ohio
$1.98M +$365K +7,151 +23%
CCM
462
Crabel Capital Management
California
$1.98M +$1.98M +38,794 New
CB
463
Commerce Bank
Missouri
$1.98M +$1.98M +38,768 New
BMCM
464
Bryn Mawr Capital Management
Pennsylvania
$1.97M -$597K -11,688 -23%
APW
465
Acima Private Wealth
Virginia
$1.97M +$223K +4,364 +13%
SSA
466
Schonfeld Strategic Advisors
New York
$1.97M +$1.97M +38,540 New
CWA
467
Core Wealth Advisors
Florida
$1.96M +$215K +4,211 +12%
SFP
468
Sterling Financial Planning
New Jersey
$1.96M +$1.67M +32,810 +586%
GRP
469
Global Retirement Partners
California
$1.92M +$262K +5,157 +16%
KeyBank National Association
470
KeyBank National Association
Ohio
$1.92M -$399K -7,808 -17%
LFRG
471
Lazard Frères Gestion
France
$1.91M -$128K -2,500 -6%
CWS
472
Confluence Wealth Services
Pennsylvania
$1.91M +$1.91M +37,443 New
DWM
473
Drive Wealth Management
Utah
$1.91M +$812K +15,913 +74%
FCH
474
Freestone Capital Holdings
Washington
$1.91M +$770K +15,074 +68%
PRWA
475
Platte River Wealth Advisors
Colorado
$1.89M -$847K -16,591 -31%
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