VTEB icon

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 %
AWM
26
Altium Wealth Management
New York
$40.4M 738,525 +57,589 +8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$38M 695,124 +16,047 +2%
AWE
28
Avidian Wealth Enterprises
Texas
$33.1M 606,176 +180,537 +42%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$31.5M 576,771 +13,641 +2%
Osaic Holdings
30
Osaic Holdings
Arizona
$31.4M 575,311 +81,578 +17%
MIS
31
Morningstar Investment Services
Illinois
$30.2M 551,626 +43,920 +9%
Stifel Financial
32
Stifel Financial
Missouri
$29.8M 544,768 +116,927 +27%
PO
33
Private Ocean
California
$29M 531,006 +95,216 +22%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$26.6M 486,465 +60,793 +14%
M&T Bank
35
M&T Bank
New York
$24.4M 445,840 +57,083 +15%
ST
36
Smithfield Trust
Pennsylvania
$24.1M 441,440 +15,898 +4%
PFP
37
Pinnacle Financial Partners
Tennessee
$23.6M 429,015 +71,818 +20%
PAG
38
Private Advisor Group
New Jersey
$23.4M 428,098 +87,004 +26%
SFS
39
Strategic Financial Services
New York
$22.9M 419,090 -3,013 -0.7%
MAM
40
Meeder Asset Management
Ohio
$20.8M 380,057 +77,616 +26%
Truist Financial
41
Truist Financial
North Carolina
$18.6M 340,668 +11,367 +3%
V
42
Veritable
Delaware
$17.5M 320,353 +104,985 +49%
FAAM
43
First Ascent Asset Management
Colorado
$17.2M 314,355 +46,981 +18%
WT
44
Washington Trust
Rhode Island
$17.1M 312,345 +23,290 +8%
BlackRock
45
BlackRock
New York
$16.9M 310,147 +89,402 +41%
QWM
46
Quaker Wealth Management
New Jersey
$16.2M 296,215 +95,462 +48%
CIA
47
Compass Ion Advisors
Pennsylvania
$15.7M 288,023 -204,164 -41%
LBD
48
Landsberg Bennett & Dubbaneh
Florida
$15.1M 275,756 +49,641 +22%
RA
49
Riversedge Advisors
Delaware
$14.5M 264,714 +19,407 +8%
BFA
50
Bragg Financial Advisors
North Carolina
$14.4M 263,494 +15,718 +6%
1
2
3 4 5