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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 %
PCMC
501
Paragon Capital Management (Colorado)
Colorado
$1.07M -$1.07M -22,188 -50%
BF
502
Blankinship & Foster
California
$1.07M -$134K -2,776 -11%
FCH
503
Freestone Capital Holdings
Washington
$1.07M -$284K -5,900 -21%
FHA
504
Flagship Harbor Advisors
Massachusetts
$1.07M -$34.7K -722 -3%
FAT
505
First American Trust
California
$1.07M -$4.62K -96 -0.4%
MWA
506
Motive Wealth Advisors
Michigan
$1.07M +$184K +3,833 +21%
AF
507
Advisornet Financial
Minnesota
$1.06M -$20.9K -434 -2%
PP
508
Prosperity Planning
Missouri
$1.06M -$1.11M – –
FA
509
Fiducient Advisors
Illinois
$1.05M -$6.83K -142 -0.6%
WPW
510
Watershed Private Wealth
Illinois
$1.05M +$6.98K +145 +0.7%
EWM
511
EPG Wealth Management
Georgia
$1.04M -$94.9K -1,973 -8%
HF
512
HRT Financial
New York
$1.04M +$1.04M +21,603 New
Betterment LLC
513
Betterment LLC
New York
$1.04M -$247K -5,125 -19%
CPP
514
Capasso Planning Partners
South Carolina
$1.04M -$604K -12,550 -37%
DWM
515
Drive Wealth Management
Utah
$1.03M +$704K +14,629 +215%
SFA
516
Souders Financial Advisors
Ohio
$1.02M +$289K +6,015 +40%
SAM
517
S.A. Mason
Michigan
$1.02M – – –
HFS
518
Heritage Financial Services
Massachusetts
$1.01M – – –
WAL
519
W Advisors LLC
Tennessee
$1.01M +$1.01M +21,010 New
TWM
520
TriaGen Wealth Management
California
$1.01M – – –
PTC
521
Private Trust Company
Ohio
$998K +$818K +17,005 +455%
WP
522
WealthShield Partners
North Carolina
$992K -$956K -19,879 -49%
HR
523
Howe & Rusling
New York
$981K -$19.9K -413 -2%
VAF
524
Values Added Financial
District of Columbia
$980K +$38.2K +794 +4%
BV
525
Boxwood Ventures
Illinois
$980K – – –
19 20
21
22 23