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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 %
AFS
526
Annapolis Financial Services
Maryland
$1.46M +$106K +2,081 +8%
BFG
527
Bouchey Financial Group
New York
$1.44M – – –
LP
528
LGL Partners
Pennsylvania
$1.43M +$29K +569 +2%
MAC
529
Mason & Associates (California)
California
$1.43M -$214K -4,192 -13%
CW
530
CreativeOne Wealth
Kansas
$1.42M +$140K +2,745 +11%
KCIC
531
Kuhn & Co Investment Counsel
Illinois
$1.41M +$1.41M +27,650 New
HIP
532
HUB Investment Partners
Texas
$1.4M -$1.31M -25,674 -48%
SFA
533
Souders Financial Advisors
Ohio
$1.4M +$320K +6,270 +30%
CCG
534
Chatham Capital Group
Georgia
$1.39M -$76.6K -1,500 -5%
CM
535
Columbus Macro
Pennsylvania
$1.39M -$37K -726 -3%
PB
536
Pinnacle Bancorp
Nebraska
$1.39M +$182K +3,559 +15%
PF
537
Penney Financial
Texas
$1.38M +$1.38M +27,117 New
SIS
538
Strategic Investment Solutions
Illinois
$1.38M -$18M -351,762 -93%
ATPW
539
Ashton Thomas Private Wealth
Arizona
$1.38M -$201K -3,936 -13%
WLIM
540
White Lighthouse Investment Management
Massachusetts
$1.37M +$105K +2,050 +8%
AA
541
Advisory Alpha
Michigan
$1.37M +$478K +9,364 +53%
LW
542
Linscomb Wealth
Texas
$1.37M -$2.18M -42,681 -61%
UAG
543
United Advisor Group
Ohio
$1.34M +$1.34M +26,256 New
EA
544
Eclectic Associates
California
$1.33M +$64K +1,253 +5%
CCM
545
Condor Capital Management
New Jersey
$1.33M +$1.33M +26,058 New
HFS
546
Heritage Financial Services
Massachusetts
$1.32M +$245K +4,790 +23%
FPF
547
First Pacific Financial
Washington
$1.31M +$568K +11,132 +76%
MWM
548
Meridian Wealth Management
Kentucky
$1.31M +$311K +6,100 +31%
CIP
549
Capital Insight Partners
Arizona
$1.31M -$79.2K -1,551 -6%
SIC
550
SJS Investment Consulting
Ohio
$1.31M +$345K +6,767 +36%
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