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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.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.65%
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
JPMorgan Chase & Co
New York
$3.42B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
3
Members Trust
Members Trust
Florida
$93M
4
Creative Planning
Creative Planning
Kansas
$1.03B
5
SEI Investments
SEI Investments
Pennsylvania
$444M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$940M
2
CSIA
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
SCS Capital Management
Massachusetts
$169M
4
Barclays
Barclays
United Kingdom
$0
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
476
Columbia Trust
Oregon
$1.21M – – –
GP
477
Girard Partners
Pennsylvania
$1.21M -$351K -7,301 -22%
CW
478
CreativeOne Wealth
Kansas
$1.21M -$56.3K -1,170 -4%
GJIA
479
Glass Jacobson Investment Advisors
Maryland
$1.2M -$13.3K -277 -1%
HI
480
Hendershot Investments
Virginia
$1.2M -$37K -770 -3%
PFO
481
Pathstone Family Office
New Jersey
$1.2M +$640K +13,309 +114%
MGIA
482
Moneta Group Investment Advisors
Missouri
$1.2M -$1.09M -22,727 -48%
WLIM
483
White Lighthouse Investment Management
Massachusetts
$1.2M +$3.61K +75 +0.3%
EA
484
Eclectic Associates
California
$1.19M – – –
ACP
485
Aviance Capital Partners
Florida
$1.19M +$56.4K +1,172 +5%
SRC
486
Sage Rhino Capital
California
$1.18M -$58.8K -1,222 -5%
LPAM
487
Lodestar Private Asset Management
California
$1.18M +$313K +6,514 +36%
BDF
488
Black Diamond Financial
Maryland
$1.18M – – –
PP
489
Patron Partners
Texas
$1.15M -$181K -3,768 -14%
CFGS
490
Concourse Financial Group Securities
Alabama
$1.14M +$34.5K +718 +3%
GFWA
491
Grey Fox Wealth Advisors
Delaware
$1.14M -$543K -11,291 -32%
GIA
492
Goodwin Investment Advisory
Georgia
$1.14M +$207K +4,308 +22%
PB
493
Pinnacle Bancorp
Nebraska
$1.14M +$131K +2,721 +13%
RWI
494
Red Wave Investments
Pennsylvania
$1.14M -$15.7K -326 -1%
ACS
495
Archford Capital Strategies
Illinois
$1.12M +$166K +3,442 +17%
SWP
496
ShoreHaven Wealth Partners
New Jersey
$1.12M -$1.41M -29,374 -56%
MA
497
Montag & Associates
Georgia
$1.12M – – –
CAM
498
Cresset Asset Management
Illinois
$1.1M +$530K +11,013 +93%
TGAM
499
TBH Global Asset Management
Tennessee
$1.09M +$1.09M +22,741 New
JWCA
500
J.W. Cole Advisors
Florida
$1.08M -$40K -831 -4%
18 19
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