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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 %
SEP
526
Southland Equity Partners
Missouri
$852K – – –
CAM
527
Clark Asset Management
New Hampshire
$844K +$55.9K +1,103 +7%
AA
528
Advisory Alpha
Michigan
$843K +$94.1K +1,857 +13%
ME
529
McIlrath & Eck
Washington
$843K +$362K +7,145 +75%
CB
530
Cadence Bank
Mississippi
$840K – – –
Bank of Montreal
531
Bank of Montreal
Ontario, Canada
$835K +$541K +10,678 +184%
HI
532
Human Investing
Oregon
$832K -$82.1K -1,620 -9%
IAG
533
Investment Advisory Group
Massachusetts
$830K – – –
WT
534
Whittier Trust
California
$824K -$7.8K -154 -0.9%
KAM
535
Kraft Asset Management
Tennessee
$821K +$18.7K +370 +2%
RIA
536
Retirement Investment Advisors
Oklahoma
$812K +$406K +8,018 +100%
EWA
537
Exencial Wealth Advisors
Oklahoma
$809K -$3.85K -76 -0.5%
MA
538
Montag & Associates
Georgia
$809K +$489K +9,652 +153%
AAG
539
Armstrong Advisory Group
Massachusetts
$804K +$54.2K +1,070 +7%
TW
540
Towerpoint Wealth
California
$802K – – –
FPF
541
First Pacific Financial
Washington
$799K -$92.9K -1,834 -10%
AWM
542
Avaii Wealth Management
Wisconsin
$798K +$247K +4,880 +45%
MCA
543
MSH Capital Advisors
Arizona
$796K +$13.9K +274 +2%
FMC
544
First Merchants Corp
Indiana
$795K – – –
HNWAG
545
High Net Worth Advisory Group
Florida
$795K +$26.8K +529 +3%
GWM
546
Geneos Wealth Management
Colorado
$795K +$696K +13,731 +702%
LC
547
Landaas & Company
Wisconsin
$791K -$4K -79 -0.5%
BWA
548
BDO Wealth Advisors
Florida
$790K – – –
MWP
549
Madison Wealth Partners
Wisconsin
$781K +$298K +5,874 +62%
MIM
550
Moseley Investment Management
Florida
$777K +$43.6K +861 +6%
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