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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SBL
26
Sargent Bickham Lagudis
Colorado
$45.2M 817,223 +11,392 +1%
AWM
27
Altium Wealth Management
New York
$43.7M 790,782 +52,257 +7%
Osaic Holdings
28
Osaic Holdings
Arizona
$37M 669,373 +94,062 +16%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$34.3M 617,400 +40,629 +7%
MIS
30
Morningstar Investment Services
Illinois
$34M 615,570 +63,944 +12%
AWE
31
Avidian Wealth Enterprises
Texas
$32.5M 587,074 -19,102 -3%
PO
32
Private Ocean
California
$31.7M 573,839 +42,833 +8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$30M 543,128 +56,663 +12%
PFP
34
Pinnacle Financial Partners
Tennessee
$29M 525,111 +96,096 +22%
PWA
35
Pinnacle Wealth Advisors
Tennessee
$29M 525,111 +525,111 New
Stifel Financial
36
Stifel Financial
Missouri
$28.4M 513,384 -31,384 -6%
MAM
37
Meeder Asset Management
Ohio
$25.2M 455,268 +75,211 +20%
ST
38
Smithfield Trust
Pennsylvania
$25M 451,561 +10,121 +2%
PAG
39
Private Advisor Group
New Jersey
$23.9M 431,625 +3,527 +0.8%
SFS
40
Strategic Financial Services
New York
$23.2M 419,705 +615 +0.1%
BlackRock
41
BlackRock
New York
$23M 416,342 +106,195 +34%
Truist Financial
42
Truist Financial
North Carolina
$20.7M 375,108 +34,440 +10%
V
43
Veritable
Delaware
$20.4M 369,408 +49,055 +15%
FAAM
44
First Ascent Asset Management
Colorado
$20.2M 365,227 +50,872 +16%
M&T Bank
45
M&T Bank
New York
$19.8M 357,594 -88,246 -20%
RA
46
Riversedge Advisors
Delaware
$17.9M 323,850 +59,136 +22%
WT
47
Washington Trust
Rhode Island
$17.3M 312,945 +600 +0.2%
AFIMH
48
American Family Insurance Mutual Holding
Wisconsin
$16.6M 300,000 +300,000 New
NNP
49
Nachman Norwood & Parrott
South Carolina
$16.4M 296,432 +49,613 +20%
MG
50
Mather Group
Illinois
$16.3M 294,892 +35,233 +14%
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