VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

636 hedge funds and large institutions have $9.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 335 increasing their positions, 125 reducing their positions, and 33 closing their positions.

Holders
636
Holders Change
+21
Holders Change %
+3.41%
% of All Funds
11.17%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.63%
New
69
Increased
335
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.11B
2
Morgan Stanley
2
Morgan Stanley
New York
$435M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$729M
4
RFC
4
Regions Financial Corp
Alabama
$41.3M
5
FWM
5
FFT Wealth Management
Pennsylvania
$37.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.6M
3
Citigroup
3
Citigroup
New York
$8K
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.72B
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWIA
501
Fort Washington Investment Advisors
Ohio
$287K 5,240 -1,475 -22%
EFS
502
Essex Financial Services
Connecticut
$287K 5,231 – –
SHGA
503
Sand Hill Global Advisors
California
$284K 5,190 +5,190 New
CRCM
504
Corbett Road Capital Management
Virginia
$281K 5,138 -227 -4%
XF
505
XML Financial
Maryland
$279K 5,092 +1 +0%
EFSCE
506
Enterprise Financial Services Corp (EFSC)
Missouri
$279K 5,092 +5,092 New
APP
507
Avantax Planning Partners
Iowa
$277K 5,055 – –
KCM
508
Kanawha Capital Management
Virginia
$274K 4,994 – –
BIA
509
Bigelow Investment Advisors
Maine
$274K 5,000 – –
FHC
510
First Heartland Consultants
Missouri
$267K 4,881 -200 -4%
PHIMC
511
Private Harbour Investment Management & Counsel
Ohio
$262K 4,775 – –
First Trust Advisors
512
First Trust Advisors
Illinois
$258K 4,719 +4,719 New
EA
513
Evergreen Advisors
Tennessee
$257K 4,699 – –
SMA
514
Sage Mountain Advisors
Georgia
$255K 4,650 – –
RWM
515
RKL Wealth Management
Pennsylvania
$253K 4,622 +14 +0.3%
VIM
516
Vista Investment Management
Pennsylvania
$252K 4,600 – –
SCA
517
Snowden Capital Advisors
New York
$252K 4,595 +2 +0%
Brown Advisory
518
Brown Advisory
Maryland
$250K 4,562 – –
AP
519
Appleton Partners
Massachusetts
$250K 4,558 +4,558 New
RC
520
Roundview Capital
New Jersey
$249K 4,554 – –
HI
521
Hudock Inc
Pennsylvania
$248K 4,535 -110 -2%
OWM
522
Opes Wealth Management
California
$246K 4,490 +570 +15%
EWM
523
EPG Wealth Management
Georgia
$243K 4,436 +363 +9%
DWT
524
Dorsey & Whitney Trust
South Dakota
$240K 4,387 -837 -16%
JIR
525
James Investment Research
Ohio
$240K 4,385 – –
19 20
21
22 23