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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

875 hedge funds and large institutions have $19.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 389 increasing their positions, 263 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.33%
New
99
Increased
389
Reduced
263
Closed
55
Calls
$1.54M
Puts
$1.75M
Net Calls
-$210K
Net Calls Change
+$135K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$459M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$185M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
Northern Trust
Northern Trust
Illinois
+$83.1M
5
RJA
Raymond James & Associates
Florida
+$76.8M

Top Sellers

1
WAG
Winthrop Advisory Group
Massachusetts
-$572M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$116M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$79.3M
5
AL
Aspiriant LLC
California
-$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
476
Leo Brokerage
Texas
$1.11M +$1.11M +21,815 New
OFG
477
Orcam Financial Group
California
$1.1M -$58.2K -1,150 -5%
WFM
478
Wolff Financial Management
Michigan
$1.09M -$89K -1,758 -8%
KL
479
KilterHowling LLC
Colorado
$1.09M +$1.09M +21,506 New
JBA
480
Johnson Bixby & Associates
Washington
$1.09M +$45.8K +905 +4%
SAM
481
S.A. Mason
Michigan
$1.07M – – –
REMPR
482
Roof Eidam Maycock Peralta (REMP)
California
$1.07M -$6.89K -136 -0.6%
WIA
483
World Investment Advisors
California
$1.06M -$188K -3,712 -15%
AIP
484
Almanack Investment Partners
Pennsylvania
$1.06M -$9.07K -179 -0.8%
HR
485
Howe & Rusling
New York
$1.06M +$446K +8,811 +73%
RWA
486
Redhawk Wealth Advisors
Minnesota
$1.05M -$1.09M -21,587 -51%
LA
487
Lane & Associates
New Jersey
$1.05M +$167K +3,289 +19%
CT
488
Columbia Trust
Oregon
$1.03M – – –
BV
489
Boxwood Ventures
Illinois
$1.03M – – –
PCMC
490
Paragon Capital Management (Colorado)
Colorado
$1.03M -$109K -2,157 -10%
AWAG
491
ARS Wealth Advisors Group
Florida
$1.03M – – –
PCS
492
Personal CFO Solutions
New Jersey
$1.02M +$33K +651 +3%
BB
493
Bell Bank
North Dakota
$1.01M – – –
FPIS
494
Financial Planning & Information Services
Wisconsin
$1.01M +$361K +7,127 +56%
TWM
495
TriaGen Wealth Management
California
$1.01M +$356K +7,028 +55%
CCFM
496
Clear Creek Financial Management
Washington
$1M -$114K -2,242 -10%
CFGS
497
Concourse Financial Group Securities
Alabama
$1M +$78.3K +1,546 +8%
BWM
498
BCS Wealth Management
Tennessee
$999K +$437K +8,626 +78%
Qube Research & Technologies (QRT)
499
Qube Research & Technologies (QRT)
United Kingdom
$997K +$997K +19,682 New
FCBT
500
First Citizens Bank & Trust
North Carolina
$994K +$517K +10,200 +108%
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