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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Cozad Asset Management
Illinois
$306K -$29.2K -529 -9%
TPCW
477
TD Private Client Wealth
New York
$303K +$30.2K +546 +11%
MMA
478
Miracle Mile Advisors
California
$299K -$1.33K -24 -0.4%
CRCM
479
Corbett Road Capital Management
Virginia
$297K -$143K -2,590 -33%
DWM
480
Doyle Wealth Management
Florida
$293K +$35.8K +646 +14%
DWT
481
Dorsey & Whitney Trust
South Dakota
$289K – – –
EFS
482
Essex Financial Services
Connecticut
$286K – – –
XF
483
XML Financial
Maryland
$282K +$4.76K +86 +2%
FHC
484
First Heartland Consultants
Missouri
$281K +$11.1K +200 +4%
APP
485
Avantax Planning Partners
Iowa
$280K -$74.6K -1,346 -21%
CBOR
486
Community Bank of Raymore
Missouri
$280K – – –
PA
487
Parallel Advisors
California
$279K +$102K +1,843 +58%
CB
488
Commerce Bank
Missouri
$277K -$161K -2,915 -37%
BIA
489
Bigelow Investment Advisors
Maine
$277K – – –
SL
490
SWMG LLC
Texas
$276K -$321K -5,803 -54%
KCM
491
Kanawha Capital Management
Virginia
$276K – – –
FWI
492
Facet Wealth Inc
Maryland
$275K +$275K +4,969 New
TIAM2
493
Tru Independence Asset Management 2
Oregon
$272K +$272K +4,911 New
RWM
494
Ritholtz Wealth Management
New York
$269K +$4.03K +73 +2%
PHIMC
495
Private Harbour Investment Management & Counsel
Ohio
$264K – – –
PWM
496
Paulson Wealth Management
Illinois
$257K -$81.1K -1,468 -24%
EA
497
Evergreen Advisors
Tennessee
$257K – – –
SMA
498
Sage Mountain Advisors
Georgia
$257K – – –
HI
499
Hudock Inc
Pennsylvania
$256K +$276 +5 +0.1%
RWM
500
RKL Wealth Management
Pennsylvania
$255K -$609 -11 -0.2%
18 19
20
21 22