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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.

Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14.01%
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
1
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
4
Northern Trust
Illinois
$490M
5
RJA
5
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.3B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
5
Aspiriant LLC
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$119M 2,341,734 +932,524 +66%
Mariner
27
Mariner
Kansas
$114M 2,247,855 +47,982 +2%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$110M 2,171,935 -15,879 -0.7%
LPL Financial
29
LPL Financial
California
$108M 2,127,375 +171,792 +9%
Ameriprise
30
Ameriprise
Minnesota
$104M 2,046,059 +118,220 +6%
Cerity Partners
31
Cerity Partners
New York
$102M 2,004,897 +963,015 +92%
MWM
32
Merriman Wealth Management
Washington
$97.3M 1,921,279 -134,189 -7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$92.1M 1,817,371 +204,598 +13%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$90.8M 1,793,287 -189,693 -10%
BFG
35
Bleakley Financial Group
New Jersey
$77.3M 1,525,466 +50,020 +3%
SS
36
Simplicity Solutions
Minnesota
$77.3M 1,525,466 +1,024,719 +205%
WPW
37
Waldron Private Wealth
Pennsylvania
$71.8M 1,416,980 +701,231 +98%
WAG
38
Winthrop Advisory Group
Massachusetts
$64.3M 127,043 -1,128,511 -90%
FAAM
39
First Ascent Asset Management
Colorado
$63.1M 1,245,535 -166,686 -12%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$56.5M 1,115,779 +120,758 +12%
SFA
41
Sequoia Financial Advisors
Ohio
$55.9M 1,102,852 +632,786 +135%
BBNB
42
Baker Boyer National Bank
Washington
$53.4M 1,054,574 +95,672 +10%
SC
43
Savant Capital
Illinois
$53.1M 1,047,507 -25,401 -2%
RFC
44
Regions Financial Corp
Alabama
$52.4M 1,035,096 +34,845 +3%
LFS
45
Lutz Financial Services
Nebraska
$51.8M 1,023,016 +279,559 +38%
MAS
46
Meeder Advisory Services
Ohio
$51M 1,007,545 +70,866 +8%
MIS
47
Morningstar Investment Services
Illinois
$49M 969,400 +49,889 +5%
WCWM
48
Willow Creek Wealth Management
California
$44.8M 883,601 +1,898 +0.2%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$42.1M 830,240 +46,826 +6%
Financial Engines Advisors
50
Financial Engines Advisors
California
$40.6M 802,345 +13,705 +2%
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