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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 Market Value Shares Shares
Change 		Shares
Change %
BC
526
Burney Company
Virginia
$210K 3,795 – –
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$209K 3,775 – –
RBC
528
Roble Belko & Company
Pennsylvania
$206K 3,724 +3,724 New
AWP
529
Accretive Wealth Partners
New Jersey
$206K 3,726 +3,726 New
FMC
530
First Merchants Corp
Indiana
$205K 3,700 +3,700 New
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$198K 3,580 +3,580 New
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$190K 3,444 – –
GA
533
GoalVest Advisory
New York
$178K 3,223 +370 +13%
SMG
534
Spectrum Management Group
Indiana
$176K 3,179 – –
PB
535
Pinnacle Bancorp
Nebraska
$135K 2,445 – –
ME
536
McIlrath & Eck
Washington
$127K 2,292 +2,292 New
JCM
537
Jacobi Capital Management
Pennsylvania
$123K 2,216 -191 -8%
FHA
538
First Horizon Advisors
Tennessee
$111K 2,005 +405 +25%
SWM
539
Sugarloaf Wealth Management
Georgia
$109K 1,972 +1 +0.1%
CFO
540
CVA Family Office
Colorado
$108K 1,954 – –
Kayne Anderson Rudnick Investment Management
541
Kayne Anderson Rudnick Investment Management
California
$107K 1,939 – –
SCA
542
Stonebridge Capital Advisors
Minnesota
$104K 1,894 +947 +100%
CWM
543
Cranbrook Wealth Management
Michigan
$102K 1,836 – –
SA
544
SRH Advisors
Kansas
$100K 1,800 +1,800 New
AA
545
Ancora Advisors
Ohio
$98K 1,781 -9,290 -84%
SIC
546
Salem Investment Counselors
North Carolina
$95K 1,725 +290 +20%
RFA
547
Reilly Financial Advisors
California
$92K 1,656 -1,000 -38%
GWSG
548
GPS Wealth Strategies Group
Colorado
$91K 1,654 -381 -19%
JMF
549
Johnson Midwest Financial
Iowa
$87K 1,568 +245 +19%
SB
550
Strategic Blueprint
Georgia
$87K 1,577 +1,577 New
20 21
22
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