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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.

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 %
VIM
501
Vista Investment Management
Pennsylvania
$254K +$254K +4,600 New
OC
502
Oppenheimer & Co
New York
$254K +$254K +4,602 New
SCA
503
Snowden Capital Advisors
New York
$254K +$166 +3 +0.1%
Brown Advisory
504
Brown Advisory
Maryland
$252K – – –
RC
505
Roundview Capital
New Jersey
$252K +$252K +4,554 New
JIR
506
James Investment Research
Ohio
$242K -$52.4K -950 -18%
KWM
507
Kingsview Wealth Management
Oregon
$241K +$276 +5 +0.1%
SLA
508
Silver Lake Advisory
Utah
$240K +$1.33K +24 +0.6%
LFAS
509
Level Four Advisory Services
Texas
$239K -$93K -1,684 -28%
Wealth Enhancement Advisory Services
510
Wealth Enhancement Advisory Services
Minnesota
$239K +$20.2K +363 +9%
DP
511
Denver PWM
Colorado
$238K +$238K +4,304 New
BW
512
Bison Wealth
Georgia
$236K -$401K -7,265 -63%
DMC
513
Drexel Morgan & Co
Pennsylvania
$232K – – –
FAT
514
First American Trust
California
$227K +$227K +4,106 New
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$5.48K +99 +2%
EWM
516
EPG Wealth Management
Georgia
$225K +$225K +4,073 New
WAM
517
WNY Asset Management
New York
$224K +$224K +4,049 New
RVPG
518
Relative Value Partners Group
$223K +$665 +12 +0.3%
PWMG
519
Pinnacle Wealth Management Group
Michigan
$221K +$221K +4,000 New
GG
520
Gofen & Glossberg
Illinois
$221K +$221K +4,005 New
WP
521
WealthPLAN Partners
Nebraska
$218K – – –
JAG
522
Journey Advisory Group
Kentucky
$217K – – –
DI
523
Diligent Investors
California
$217K +$166 +3 +0.1%
OWM
524
Opes Wealth Management
California
$217K +$217K +3,920 New
Lido Advisors
525
Lido Advisors
California
$217K +$217K +3,927 New
19 20
21
22 23