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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.62%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.41B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.27B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.27B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$979M
5
Creative Planning
5
Creative Planning
Kansas
$1.26B

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$93.7M
2
RWP
2
RWA Wealth Partners
Massachusetts
$156M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$8.28M
4
MWM
4
Merriman Wealth Management
Washington
$41M
5
UBS Group
5
UBS Group
Switzerland
$324M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$135M 2,639,122 +69,489 +3%
Members Trust
27
Members Trust
Florida
$135M 2,638,127 +701,710 +36%
MIS
28
Morningstar Investment Services
Illinois
$132M 2,587,370 +1,279,016 +98%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$124M 2,431,621 +26,434 +1%
Mariner
30
Mariner
Kansas
$123M 2,404,982 -192,691 -7%
Osaic Holdings
31
Osaic Holdings
Arizona
$115M 2,258,370 -19,090 -0.8%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$113M 2,205,606 -74,334 -3%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$101M 1,983,132 -94,082 -5%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$95.3M 1,865,930 +1,822,942 +4,241%
OWM
35
Orgel Wealth Management
Wisconsin
$93.7M 1,836,152 -7,553,155 -80%
PCIA
36
Prime Capital Investment Advisors
Kansas
$91M 1,781,909 -464,097 -21%
Vanguard Group
37
Vanguard Group
Pennsylvania
$87.1M 1,705,299 -29,253 -2%
HighTower Advisors
38
HighTower Advisors
Illinois
$83.1M 1,627,514 +455,047 +39%
IAA
39
Independent Advisor Alliance
North Carolina
$81.1M 1,630,944 +913,158 +127%
FAAM
40
First Ascent Asset Management
Colorado
$80.5M 1,576,165 +151,911 +11%
SFA
41
Sequoia Financial Advisors
Ohio
$75.1M 1,471,677 +243,088 +20%
Renaissance Technologies
42
Renaissance Technologies
New York
$73.9M 1,448,095 +1,441,022 +20,374%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$72.6M 1,422,304 +936,953 +193%
SS
44
Simplicity Solutions
Minnesota
$71.1M 1,392,376 +35,314 +3%
BFG
45
Bleakley Financial Group
New Jersey
$70.9M 1,388,962 +31,900 +2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$63.4M 1,242,727 +283,454 +30%
CAG
47
Crestwood Advisors Group
Massachusetts
$62.5M 1,223,405 -37,335 -3%
WPW
48
Waldron Private Wealth
Pennsylvania
$62.3M 1,220,037 -139,164 -10%
Stifel Financial
49
Stifel Financial
Missouri
$61M 1,194,556 +126,620 +12%
BBNB
50
Baker Boyer National Bank
Washington
$60.9M 1,193,317 +82,084 +7%
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