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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 %
SOS
501
Silver Oak Securities
Tennessee
$1.72M +$1.72M +33,615 New
HA
502
Hanover Advisors
South Carolina
$1.69M +$1.69M +33,099 New
RIA
503
Regal Investment Advisors
Michigan
$1.68M +$111K +2,180 +7%
WAG
504
Wheelhouse Advisory Group
Missouri
$1.67M +$1.67M +32,776 New
WP
505
WealthShield Partners
North Carolina
$1.67M +$615K +12,048 +58%
RIM
506
Rockbridge Investment Management
New York
$1.66M +$128K +2,501 +8%
BFEC
507
Benjamin F. Edwards & Company
Missouri
$1.65M +$662K +12,969 +67%
PFA
508
Petra Financial Advisors
Colorado
$1.62M +$147K +2,881 +10%
PAA
509
Peregrine Asset Advisers
Oregon
$1.62M -$240K -4,710 -13%
TI
510
Truepoint Inc
Ohio
$1.61M – – –
VCA
511
Verdence Capital Advisors
Maryland
$1.59M -$59.4K -1,164 -4%
MGIA
512
Moneta Group Investment Advisors
Missouri
$1.59M +$321K +6,280 +25%
IPW
513
Intergy Private Wealth
Colorado
$1.59M +$1.59M +31,088 New
LA
514
Lane & Associates
New Jersey
$1.58M -$4.34K -85 -0.3%
TCM
515
Twele Capital Management
Minnesota
$1.57M +$1.57M +30,846 New
AIP
516
Almanack Investment Partners
Pennsylvania
$1.57M +$268K +5,247 +21%
TF
517
Theory Financial
Colorado
$1.55M +$225K +4,407 +17%
SSW
518
Stone Summit Wealth
Florida
$1.55M +$36.9K +723 +2%
PA
519
Perennial Advisors
New York
$1.55M +$23.2K +454 +2%
TVM
520
True Vision MN
Minnesota
$1.55M +$1.55M +30,287 New
CP
521
Canopy Partners
Ohio
$1.54M +$1.54M +30,091 New
NG
522
Norden Group
Utah
$1.53M – – –
NG
523
Northstar Group
New York
$1.52M -$514K -10,065 -25%
FAG
524
Financial Architects (Georgia)
Georgia
$1.5M +$1.5M +29,445 New
CFA
525
Cahill Financial Advisors
Minnesota
$1.48M +$182K +3,565 +14%
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