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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
–
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B
2
CSIA
2
Charles Schwab Investment Advisory
California
$747M
3
Creative Planning
3
Creative Planning
Kansas
$303M
4
Jane Street
4
Jane Street
New York
$79.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$543M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$291M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$15.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
LWA
4
LWS Wealth Advisors
New Jersey
$10.4M
5
RH
5
RFG Holdings
Texas
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
SMA
476
Sage Mountain Advisors
Georgia
$254K 4,650 – –
DWM
477
Doyle Wealth Management
Florida
$254K 4,643 +4,643 New
HI
478
Hudock Inc
Pennsylvania
$253K 4,640 +3 +0.1%
RWM
479
RKL Wealth Management
Pennsylvania
$252K 4,619 -18 -0.4%
SCA
480
Snowden Capital Advisors
New York
$251K 4,590 +4,590 New
Brown Advisory
481
Brown Advisory
Maryland
$249K 4,562 – –
PJSIMP
482
P.J. Schmidt Investment Management (PJS)
Wisconsin
$239K 4,335 +4,335 New
KWM
483
Kingsview Wealth Management
Oregon
$238K 4,359 +4 +0.1%
SLA
484
Silver Lake Advisory
Utah
$235K 4,304 +13 +0.3%
KA
485
Kovack Advisors
Florida
$230K 4,213 +11 +0.3%
DMC
486
Drexel Morgan & Co
Pennsylvania
$229K 4,190 – –
MWM
487
Meridian Wealth Management
Kentucky
$224K 4,095 – –
CBFP
488
Cedar Brook Financial Partners
Ohio
$223K 4,087 +20 +0.5%
HF
489
HRT Financial
New York
$221K 4,057 +4,057 New
RVPG
490
Relative Value Partners Group
$219K 4,014 +8 +0.2%
AWA
491
ARS Wealth Advisors
Florida
$219K 4,000 +4,000 New
CSPIA
492
Cary Street Partners Investment Advisory
Virginia
$219K 4,003 +4,003 New
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$218K 3,986 +701 +21%
WP
494
WealthPLAN Partners
Nebraska
$216K 3,936 +3,936 New
Wealth Enhancement Advisory Services
495
Wealth Enhancement Advisory Services
Minnesota
$216K 3,941 +3,941 New
JAG
496
Journey Advisory Group
Kentucky
$215K 3,930 – –
DI
497
Diligent Investors
California
$214K 3,913 +2 +0.1%
BC
498
Burney Company
Virginia
$207K 3,795 +3,795 New
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$206K 3,775 +3,775 New
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$188K 3,444 +3,444 New
18 19
20
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