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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 %
BAM
501
Belpointe Asset Management
Nevada
$982K +$68.9K +1,361 +8%
OCM
502
One Capital Management
California
$978K -$44.5K -879 -4%
RWA
503
Ropes Wealth Advisors
Massachusetts
$978K +$16.4K +323 +2%
GIA
504
Goodwin Investment Advisory
Georgia
$969K -$52.1K -1,029 -5%
LCC
505
Lincoln Capital Corp
Rhode Island
$968K +$968K +19,110 New
BCA
506
Bray Capital Advisors
Florida
$961K – – –
FAT
507
First American Trust
California
$949K -$5.98K -118 -0.6%
ACS
508
Archford Capital Strategies
Illinois
$947K +$149K +2,934 +19%
AIP
509
Ameritas Investment Partners
Nebraska
$942K +$39K +769 +4%
AWAP
510
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$937K – – –
FFA
511
Farther Finance Advisors
California
$924K +$731K +14,430 +378%
FTS
512
Fifth Third Securities
Ohio
$916K +$116K +2,294 +15%
NCM
513
Northwest Capital Management
Oregon
$910K +$51 +1 +0%
HIGP
514
Hill Investment Group Partners
Missouri
$905K +$51 +1 +0%
SFG
515
Sterling Financial Group
California
$901K – – –
OA
516
Oxbow Advisors
Texas
$894K +$894K +17,647 New
LPAM
517
Lodestar Private Asset Management
California
$888K +$266K +5,244 +43%
SWA
518
Sax Wealth Advisors
New Jersey
$886K +$18.5K +366 +2%
MRWM
519
ML&R Wealth Management
Texas
$884K +$81K +1,599 +10%
HCM
520
Hollencrest Capital Management
California
$883K – – –
NSIM
521
North Star Investment Management
Illinois
$876K – – –
BJL
522
Brighton Jones LLC
Washington
$870K +$339K +6,696 +64%
EWA
523
Encompass Wealth Advisors
Oregon
$862K – – –
EWA
524
EP Wealth Advisors
California
$859K -$39.5M -428,473 -98%
AAS
525
Avantax Advisory Services
Texas
$856K -$405 -8 -0%
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