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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.66%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$370M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
4
Members Trust
4
Members Trust
Florida
$93M
5
Creative Planning
5
Creative Planning
Kansas
$1.03B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$940M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
3
SCS Capital Management
Massachusetts
$169M
4
Barclays
4
Barclays
United Kingdom
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$124M 2,569,633 +258,246 +11%
Ameriprise
27
Ameriprise
Minnesota
$119M 2,480,741 +298,313 +14%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$116M 2,405,187 +50,870 +2%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$110M 2,279,940 +56,295 +3%
Osaic Holdings
30
Osaic Holdings
Arizona
$110M 2,277,460 +236,471 +12%
PCIA
31
Prime Capital Investment Advisors
Kansas
$108M 2,246,006 -57,198 -2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$99.9M 2,077,214 +161,152 +8%
Members Trust
33
Members Trust
Florida
$93M 1,936,417 +1,936,417 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$90.2M 1,874,623 +1,029,642 +122%
MWM
35
Merriman Wealth Management
Washington
$87.3M 1,814,534 -23,490 -1%
Vanguard Group
36
Vanguard Group
Pennsylvania
$83.4M 1,734,552 +748,261 +76%
Cerity Partners
37
Cerity Partners
New York
$75.8M 1,576,856 +79,101 +5%
FAAM
38
First Ascent Asset Management
Colorado
$68.5M 1,424,254 +132,091 +10%
WPW
39
Waldron Private Wealth
Pennsylvania
$65.4M 1,359,201 -6,498 -0.5%
SS
40
Simplicity Solutions
Minnesota
$65.3M 1,357,062 -240,142 -15%
BFG
41
Bleakley Financial Group
New Jersey
$65.3M 1,357,062 -240,142 -15%
WAG
42
Winthrop Advisory Group
Massachusetts
$65.2M 1,355,215 +11,762 +0.9%
MIS
43
Morningstar Investment Services
Illinois
$62.8M 1,308,354 +304,842 +30%
LFS
44
Lutz Financial Services
Nebraska
$60.8M 1,264,667 +195,660 +18%
CAG
45
Crestwood Advisors Group
Massachusetts
$60.6M 1,260,740 -19,706 -2%
SFA
46
Sequoia Financial Advisors
Ohio
$59.1M 1,228,589 +982 +0.1%
HighTower Advisors
47
HighTower Advisors
Illinois
$56.4M 1,172,467 +210,142 +22%
BBNB
48
Baker Boyer National Bank
Washington
$53.4M 1,111,233 -3,233 -0.3%
Stifel Financial
49
Stifel Financial
Missouri
$51.4M 1,067,936 +224,957 +27%
SC
50
Savant Capital
Illinois
$51M 1,059,455 -5,507 -0.5%
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