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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$118M 2,354,317 -12,295 -0.5%
LPL Financial
27
LPL Financial
California
$116M 2,311,387 +184,012 +9%
PCIA
28
Prime Capital Investment Advisors
Kansas
$116M 2,303,204 +2,175,157 +1,699%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$112M 2,223,645 +51,710 +2%
Ameriprise
30
Ameriprise
Minnesota
$110M 2,182,428 +136,369 +7%
Osaic Holdings
31
Osaic Holdings
Arizona
$102M 2,040,989 -455,097 -18%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$96.2M 1,916,062 +98,691 +5%
MWM
33
Merriman Wealth Management
Washington
$92.3M 1,838,024 -83,255 -4%
SS
34
Simplicity Solutions
Minnesota
$80.2M 1,597,204 +71,738 +5%
BFG
35
Bleakley Financial Group
New Jersey
$80.2M 1,597,204 +71,738 +5%
Cerity Partners
36
Cerity Partners
New York
$75.2M 1,497,755 -507,142 -25%
WPW
37
Waldron Private Wealth
Pennsylvania
$68.6M 1,365,699 -51,281 -4%
WAG
38
Winthrop Advisory Group
Massachusetts
$67.5M 1,343,453 +1,216,410 +957%
FAAM
39
First Ascent Asset Management
Colorado
$64.9M 1,292,163 +46,628 +4%
CAG
40
Crestwood Advisors Group
Massachusetts
$64.3M 1,280,446 +640,858 +100%
SFA
41
Sequoia Financial Advisors
Ohio
$61.7M 1,227,607 +124,755 +11%
BBNB
42
Baker Boyer National Bank
Washington
$56M 1,114,466 +59,892 +6%
LFS
43
Lutz Financial Services
Nebraska
$53.7M 1,069,007 +45,991 +4%
SC
44
Savant Capital
Illinois
$53.5M 1,064,962 +17,455 +2%
MAS
45
Meeder Advisory Services
Ohio
$53.3M 1,062,022 +54,477 +5%
RFC
46
Regions Financial Corp
Alabama
$51.7M 1,029,352 -5,744 -0.6%
BHWM
47
Beaird Harris Wealth Management
Texas
$50.6M 1,006,576 +996,536 +9,926%
MIS
48
Morningstar Investment Services
Illinois
$50.4M 1,003,512 +34,112 +4%
Barclays
49
Barclays
United Kingdom
$49.9M 993,641 +804,941 +427%
Vanguard Group
50
Vanguard Group
Pennsylvania
$49.5M 986,291 +472,452 +92%
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