VTEB icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
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
JPMorgan Chase & Co
New York
+$784M
2
Morgan Stanley
Morgan Stanley
New York
+$674M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$187M
5
Creative Planning
Creative Planning
Kansas
+$166M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$386M
2
RWP
RWA Wealth Partners
Massachusetts
-$225M
3
WAG
Winthrop Advisory Group
Massachusetts
-$60.9M
4
MWM
Merriman Wealth Management
Washington
-$51.7M
5
UBS Group
UBS Group
Switzerland
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
476
Black Diamond Financial
Maryland
$1.89M +$637K +12,480 +51%
LFA
477
Legacy Financial Advisors
Kentucky
$1.89M +$1.89M +36,926 New
DA
478
Detalus Advisors
Missouri
$1.86M +$1.86M +36,414 New
CWS
479
Cypress Wealth Services
California
$1.86M +$1.22M +23,865 +191%
MC
480
Middleton & Co
Massachusetts
$1.85M -$230K -4,500 -11%
WAL
481
W Advisors LLC
Tennessee
$1.85M +$779K +15,260 +73%
CAG
482
Csenge Advisory Group
Florida
$1.84M +$506K +9,921 +38%
DP
483
Denver PWM
Colorado
$1.84M -$423K -8,310 -19%
MMPW
484
Mitchell McLeod Pugh & Williams
Alabama
$1.83M +$540K +10,575 +42%
OHWA
485
Oak Hill Wealth Advisors
Virginia
$1.82M +$91.3K +1,788 +5%
RIG
486
RiverFront Investment Group
Virginia
$1.81M +$1.81M +35,388 New
P
487
Pitcairn
Pennsylvania
$1.8M – – –
WIC
488
Whitegate Investment Counselors
New Hampshire
$1.79M +$218K +4,280 +14%
FAT
489
First American Trust
California
$1.78M +$649K +12,709 +57%
WWP
490
Walden Wealth Partners
Ohio
$1.77M +$1.77M +34,721 New
HFA
491
Highland Financial Advisors
New Jersey
$1.76M +$171K +3,348 +11%
MPW
492
MGO Private Wealth
California
$1.76M +$461K +9,027 +35%
VNA
493
Valley National Advisers
Pennsylvania
$1.76M -$626K -12,261 -26%
JWCA
494
J.W. Cole Advisors
Florida
$1.75M +$600K +11,748 +52%
RFP
495
RCS Financial Planning
Maryland
$1.75M +$338K +6,623 +24%
GMA
496
Glassy Mountain Advisors
Maryland
$1.75M +$362K +7,087 +26%
BWM
497
Boyd Wealth Management
California
$1.74M +$105K +2,049 +6%
RW
498
Regimen Wealth
Georgia
$1.73M -$193K -3,790 -10%
MW
499
Marcum Wealth
Ohio
$1.72M +$220K +4,300 +15%
SFS
500
Sowell Financial Services
Arkansas
$1.72M +$282K +5,529 +20%
18 19
20
21 22